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
2301
$16M ﹤0.01%
139,970
+41,316
2302
$15.9M ﹤0.01%
575,216
+323,442
2303
$15.9M ﹤0.01%
356,628
+216,838
2304
$15.9M ﹤0.01%
425,880
+320,340
2305
$15.9M ﹤0.01%
115,413
-9,317
2306
$15.9M ﹤0.01%
198,093
+58,608
2307
$15.9M ﹤0.01%
542,091
+122,024
2308
$15.9M ﹤0.01%
279,271
+32,757
2309
$15.9M ﹤0.01%
253,994
-42,121
2310
$15.8M ﹤0.01%
149,366
+115,775
2311
$15.8M ﹤0.01%
483,079
+109,991
2312
$15.8M ﹤0.01%
403,746
+298,024
2313
$15.8M ﹤0.01%
446,562
+45,519
2314
$15.8M ﹤0.01%
734,225
+91,132
2315
$15.8M ﹤0.01%
96,140
-6,479
2316
$15.8M ﹤0.01%
652,900
-82,134
2317
$15.7M ﹤0.01%
246,848
+110,635
2318
$15.7M ﹤0.01%
144,465
+11,120
2319
$15.7M ﹤0.01%
115,634
-25,523
2320
$15.7M ﹤0.01%
1,123,413
+483,987
2321
$15.7M ﹤0.01%
524,237
+14,693
2322
$15.7M ﹤0.01%
1,058,310
+891,852
2323
$15.7M ﹤0.01%
199,002
+61,087
2324
$15.6M ﹤0.01%
377,881
+46,670
2325
$15.6M ﹤0.01%
3,609,962
+308,646