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
2351
$15M ﹤0.01%
1,008,590
+201,875
2352
$15M ﹤0.01%
525,253
-32,295
2353
$15M ﹤0.01%
480,176
+135,645
2354
$15M ﹤0.01%
276,041
+9,787
2355
$14.9M ﹤0.01%
2,523,152
+2,001,897
2356
$14.9M ﹤0.01%
252,062
-313,776
2357
$14.8M ﹤0.01%
3,783,434
+2,072,107
2358
$14.8M ﹤0.01%
717,169
+104,824
2359
$14.8M ﹤0.01%
115,420
-3,501
2360
$14.8M ﹤0.01%
351,517
-44,257
2361
$14.8M ﹤0.01%
407,717
+45,137
2362
$14.7M ﹤0.01%
1,269,183
+827,860
2363
$14.7M ﹤0.01%
1,102,692
-104,858
2364
$14.7M ﹤0.01%
282,059
+10,984
2365
$14.7M ﹤0.01%
256,541
+15,391
2366
$14.7M ﹤0.01%
218,639
-834,103
2367
$14.7M ﹤0.01%
306,459
+55,895
2368
$14.7M ﹤0.01%
191,290
+12,626
2369
$14.7M ﹤0.01%
137,502
+6,260
2370
$14.7M ﹤0.01%
655,982
-296,795
2371
$14.6M ﹤0.01%
446,647
+1,307
2372
$14.6M ﹤0.01%
552,028
+173,809
2373
$14.5M ﹤0.01%
127,401
+59,218
2374
$14.5M ﹤0.01%
2,998,524
+2,419,774
2375
$14.5M ﹤0.01%
203,286
+112,629