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
2426
$13.4M ﹤0.01%
1,238,690
+86,412
2427
$13.4M ﹤0.01%
248,741
+110,297
2428
$13.4M ﹤0.01%
2,319,312
-256,206
2429
$13.4M ﹤0.01%
309,253
+46,399
2430
$13.4M ﹤0.01%
683,048
+208,190
2431
$13.3M ﹤0.01%
279,684
+252,849
2432
$13.3M ﹤0.01%
232,955
+1,238
2433
$13.3M ﹤0.01%
556,846
+199,159
2434
$13.3M ﹤0.01%
229,868
+113,911
2435
$13.3M ﹤0.01%
229,022
-86,087
2436
$13.2M ﹤0.01%
811,116
+123,440
2437
$13.2M ﹤0.01%
133,696
-41,374
2438
$13.2M ﹤0.01%
193,267
+4,007
2439
$13.2M ﹤0.01%
607,712
+289,489
2440
$13.2M ﹤0.01%
673,780
+536,847
2441
$13.2M ﹤0.01%
790,191
+208,593
2442
$13.1M ﹤0.01%
85,917
+58,622
2443
$13.1M ﹤0.01%
574,377
+33,298
2444
$13.1M ﹤0.01%
3,498,067
+166,330
2445
$13.1M ﹤0.01%
267,574
-62,315
2446
$13.1M ﹤0.01%
1,194,179
+458,065
2447
$13.1M ﹤0.01%
1,377,741
+108,119
2448
$13.1M ﹤0.01%
456,678
+50,290
2449
$13M ﹤0.01%
70,623
+20,727
2450
$13M ﹤0.01%
178,397
+10,993