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
2201
$18M ﹤0.01%
346,516
+5,916
2202
$17.9M ﹤0.01%
607,637
+5,209
2203
$17.9M ﹤0.01%
958,393
+907,654
2204
$17.8M ﹤0.01%
1,783,122
+1,233,936
2205
$17.8M ﹤0.01%
691,192
+82,473
2206
$17.8M ﹤0.01%
169,999
+2,427
2207
$17.8M ﹤0.01%
1,199,840
+502,478
2208
$17.8M ﹤0.01%
1,139,193
+824,258
2209
$17.8M ﹤0.01%
671,135
-41,483
2210
$17.7M ﹤0.01%
440,735
+271,074
2211
$17.7M ﹤0.01%
450,075
-41,014
2212
$17.7M ﹤0.01%
923,492
+552,293
2213
$17.7M ﹤0.01%
317,161
+4,590
2214
$17.7M ﹤0.01%
433,102
+91,284
2215
$17.6M ﹤0.01%
959,073
+286,592
2216
$17.6M ﹤0.01%
87,838
-27,429
2217
$17.6M ﹤0.01%
968,538
+359,693
2218
$17.6M ﹤0.01%
933,681
+14,300
2219
$17.6M ﹤0.01%
4,795,233
+1,858,997
2220
$17.6M ﹤0.01%
834,262
+580,858
2221
$17.5M ﹤0.01%
235,410
+133,391
2222
$17.5M ﹤0.01%
714,402
+65,155
2223
$17.5M ﹤0.01%
351,057
+177,236
2224
$17.4M ﹤0.01%
460,707
+455,203
2225
$17.4M ﹤0.01%
280,024
+46,917