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
201
$1.09B 0.09%
25,036,613
-220,833
202
$1.08B 0.09%
1,610,254
+92,775
203
$1.06B 0.09%
8,706,930
+1,213,468
204
$1.06B 0.09%
18,294,421
+5,289,887
205
$1.06B 0.09%
1,683,750
+40,307
206
$1.05B 0.08%
14,428,607
+162,423
207
$1.05B 0.08%
12,472,516
+7,439,118
208
$1.04B 0.08%
8,144,993
+651,994
209
$1.03B 0.08%
10,232,857
+6,997,511
210
$1.03B 0.08%
14,792,624
-699,760
211
$1.02B 0.08%
7,536,807
-179,797
212
$1.02B 0.08%
27,770,173
+23,211,214
213
$1.01B 0.08%
5,608,100
+1,016,650
214
$1.01B 0.08%
1,478,933
+122,451
215
$1B 0.08%
9,653,477
+540,665
216
$995M 0.08%
8,466,540
+1,184,543
217
$988M 0.08%
11,944,777
-3,338,097
218
$984M 0.08%
3,849,075
+218,325
219
$981M 0.08%
1,597,341
-281,259
220
$981M 0.08%
9,045,046
-15,148
221
$974M 0.08%
2,960,708
+28,873
222
$973M 0.08%
41,525,729
+40,041,229
223
$971M 0.08%
10,729,223
+441,152
224
$959M 0.08%
7,254,730
+577,957
225
$959M 0.08%
10,044,165
+1,009,935