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
2226
$17.4M ﹤0.01%
147,636
+16,856
2227
$17.4M ﹤0.01%
985,610
+546,130
2228
$17.3M ﹤0.01%
1,650,233
-29,654
2229
$17.3M ﹤0.01%
188,284
+69,984
2230
$17.2M ﹤0.01%
1,335,520
+600,160
2231
$17.2M ﹤0.01%
567,678
+125,469
2232
$17.2M ﹤0.01%
268,943
+28,688
2233
$17.2M ﹤0.01%
674,270
-968
2234
$17.2M ﹤0.01%
476,309
+317,088
2235
$17.2M ﹤0.01%
901,748
+521,971
2236
$17.2M ﹤0.01%
389,940
-297,880
2237
$17.2M ﹤0.01%
807,020
+100,755
2238
$17.2M ﹤0.01%
307,674
+292,483
2239
$17.2M ﹤0.01%
1,992,143
+1,650,768
2240
$17.2M ﹤0.01%
1,061,779
-130,827
2241
$17.1M ﹤0.01%
748,238
-441,505
2242
$17.1M ﹤0.01%
340,110
+3,246
2243
$17.1M ﹤0.01%
296,852
-417,721
2244
$17.1M ﹤0.01%
378,622
-64,005
2245
$17M ﹤0.01%
798,347
-8,829
2246
$17M ﹤0.01%
967,841
+10,599
2247
$17M ﹤0.01%
560,343
+165,214
2248
$17M ﹤0.01%
175,633
+3,289
2249
$17M ﹤0.01%
948,188
+95,259
2250
$17M ﹤0.01%
945,906
-385,482