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
2276
$16.5M ﹤0.01%
1,336,634
+20,476
2277
$16.5M ﹤0.01%
255,741
-206,256
2278
$16.5M ﹤0.01%
758,661
-63,083
2279
$16.5M ﹤0.01%
294,266
+105,728
2280
$16.4M ﹤0.01%
470,034
+98,420
2281
$16.4M ﹤0.01%
2,309,687
+789,485
2282
$16.4M ﹤0.01%
399,930
-361,444
2283
$16.4M ﹤0.01%
522,743
+237,313
2284
$16.3M ﹤0.01%
1,524,657
-80,184
2285
$16.3M ﹤0.01%
2,189,524
+2,132,332
2286
$16.3M ﹤0.01%
274,823
+77,947
2287
$16.3M ﹤0.01%
460,435
-66,898
2288
$16.2M ﹤0.01%
862,382
+27,903
2289
$16.2M ﹤0.01%
127,889
+15,811
2290
$16.2M ﹤0.01%
178,096
+68,859
2291
$16.2M ﹤0.01%
225,987
+38,212
2292
$16.2M ﹤0.01%
643,419
+179,471
2293
$16.2M ﹤0.01%
301,346
-16,765
2294
$16.1M ﹤0.01%
+208,409
2295
$16.1M ﹤0.01%
425,034
+2,812
2296
$16.1M ﹤0.01%
160,273
+17,461
2297
$16.1M ﹤0.01%
2,019,464
+1,375,308
2298
$16.1M ﹤0.01%
790,291
+158,600
2299
$16M ﹤0.01%
680,596
-8,215
2300
$16M ﹤0.01%
482,041
-2,671