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
2151
$18.9M ﹤0.01%
523,436
+120,746
2152
$18.9M ﹤0.01%
839,938
+107,731
2153
$18.9M ﹤0.01%
455,477
+11,700
2154
$18.8M ﹤0.01%
1,307,863
+124,345
2155
$18.8M ﹤0.01%
981,338
+32,290
2156
$18.8M ﹤0.01%
498,380
+225,591
2157
$18.8M ﹤0.01%
876,105
-2,040
2158
$18.8M ﹤0.01%
278,780
+156,833
2159
$18.7M ﹤0.01%
434,605
-33,005
2160
$18.7M ﹤0.01%
703,030
+45,863
2161
$18.7M ﹤0.01%
535,668
+262,551
2162
$18.7M ﹤0.01%
287,409
+43,964
2163
$18.7M ﹤0.01%
257,303
+5
2164
$18.7M ﹤0.01%
610,399
+289,808
2165
$18.6M ﹤0.01%
1,190,903
+1,045,747
2166
$18.6M ﹤0.01%
216,645
+116,405
2167
$18.6M ﹤0.01%
249,227
+50,321
2168
$18.6M ﹤0.01%
705,338
-44,075
2169
$18.6M ﹤0.01%
1,897,867
+1,280,611
2170
$18.6M ﹤0.01%
282,849
+4,130
2171
$18.5M ﹤0.01%
678,459
+434,539
2172
$18.5M ﹤0.01%
225,343
+2,902
2173
$18.5M ﹤0.01%
657,929
+148,227
2174
$18.5M ﹤0.01%
2,105,333
+692,863
2175
$18.5M ﹤0.01%
280,589
-5,347