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
2401
$14M ﹤0.01%
559,661
+160,223
2402
$13.9M ﹤0.01%
701,775
-64,449
2403
$13.9M ﹤0.01%
311,725
+222,715
2404
$13.9M ﹤0.01%
1,106,500
-227,588
2405
$13.9M ﹤0.01%
512,340
+257,621
2406
$13.8M ﹤0.01%
174,541
-9,491
2407
$13.8M ﹤0.01%
193,195
+47,168
2408
$13.8M ﹤0.01%
146,106
+14,813
2409
$13.8M ﹤0.01%
821,393
+348,170
2410
$13.8M ﹤0.01%
539,162
+100,654
2411
$13.7M ﹤0.01%
189,349
+123,861
2412
$13.6M ﹤0.01%
2,198,919
+848,556
2413
$13.6M ﹤0.01%
1,031,803
+364,834
2414
$13.6M ﹤0.01%
309,208
+24,023
2415
$13.6M ﹤0.01%
279,551
+81,299
2416
$13.6M ﹤0.01%
460,485
-56,498
2417
$13.5M ﹤0.01%
456,047
+128,861
2418
$13.5M ﹤0.01%
1,203,983
+965,240
2419
$13.5M ﹤0.01%
452,533
+366,437
2420
$13.5M ﹤0.01%
659,308
+615,779
2421
$13.5M ﹤0.01%
35,157
+12,328
2422
$13.5M ﹤0.01%
789,634
+586,077
2423
$13.4M ﹤0.01%
452,018
-38,342
2424
$13.4M ﹤0.01%
336,438
+151,011
2425
$13.4M ﹤0.01%
151,797
+5,863