Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

Bank of America, founded in 1904 as the Bank of Italy by Amadeo Giannini to serve immigrants in San Francisco, is now one of the largest financial institutions in the world, headquartered in Charlotte, North Carolina, following its 1998 merger with NationsBank. It provides a broad spectrum of services, including consumer banking, wealth management (through its Merrill division), commercial banking, and investment banking, managing trillions in assets and serving millions of customers globally.

This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.13T
AUM Growth
+$44.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,547
New
Increased
Reduced
Closed

Top Buys

1 +$4.24B
2 +$3.79B
3 +$1.9B
4
MSFT icon
Microsoft
MSFT
+$1.9B
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.73B

Top Sells

1 +$2.56B
2 +$1.46B
3 +$1.26B
4
MBB icon
iShares MBS ETF
MBB
+$1.26B
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.1B

Sector Composition

1 Technology 14.43%
2 Financials 8.8%
3 Healthcare 6.75%
4 Consumer Discretionary 5.95%
5 Industrials 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2101
$20.1M ﹤0.01%
386,539
+94,207
2102
$20.1M ﹤0.01%
2,588,241
-884,221
2103
$20M ﹤0.01%
881,704
+726,292
2104
$20M ﹤0.01%
1,101,894
+388,195
2105
$20M ﹤0.01%
321,017
+46,069
2106
$19.9M ﹤0.01%
539,845
+365,524
2107
$19.9M ﹤0.01%
257,683
-24,378
2108
$19.8M ﹤0.01%
613,860
+223,044
2109
$19.8M ﹤0.01%
288,699
+1,661
2110
$19.8M ﹤0.01%
936,295
+847,694
2111
$19.8M ﹤0.01%
797,966
+379,115
2112
$19.7M ﹤0.01%
557,416
+2,132
2113
$19.7M ﹤0.01%
149,950
-1,656
2114
$19.7M ﹤0.01%
318,041
+193,168
2115
$19.7M ﹤0.01%
6,201,583
+5,304,267
2116
$19.6M ﹤0.01%
3,902,224
+537,911
2117
$19.6M ﹤0.01%
598,979
+237,206
2118
$19.6M ﹤0.01%
972,609
+607,093
2119
$19.6M ﹤0.01%
865,553
-17,047
2120
$19.6M ﹤0.01%
194,945
+12,894
2121
$19.6M ﹤0.01%
8,770,018
+5,009,826
2122
$19.5M ﹤0.01%
476,629
+6,229
2123
$19.5M ﹤0.01%
386,906
-5,550
2124
$19.5M ﹤0.01%
98,767
+35,539
2125
$19.5M ﹤0.01%
1,382,123
+627,846