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
2451
$13M ﹤0.01%
196,704
-17,969
2452
$13M ﹤0.01%
240,145
+9,797
2453
$12.9M ﹤0.01%
505,544
+257,867
2454
$12.9M ﹤0.01%
525,436
+121,430
2455
$12.9M ﹤0.01%
566,072
+483,912
2456
$12.9M ﹤0.01%
727,793
+56,150
2457
$12.9M ﹤0.01%
583,949
-7,163
2458
$12.9M ﹤0.01%
151,626
+38,914
2459
$12.9M ﹤0.01%
98,218
+92,321
2460
$12.8M ﹤0.01%
296,241
+209,151
2461
$12.8M ﹤0.01%
1,564,194
+432,683
2462
$12.8M ﹤0.01%
5,652,233
+4,825,021
2463
$12.8M ﹤0.01%
705,903
+93,842
2464
$12.7M ﹤0.01%
562,735
+144,168
2465
$12.7M ﹤0.01%
295,550
-14,696
2466
$12.7M ﹤0.01%
1,266,293
+954,004
2467
$12.6M ﹤0.01%
167,262
+160,001
2468
$12.6M ﹤0.01%
324,770
-29,051
2469
$12.6M ﹤0.01%
809,268
+229,736
2470
$12.6M ﹤0.01%
478,592
+118,506
2471
$12.6M ﹤0.01%
274,405
+4,519
2472
$12.5M ﹤0.01%
323,060
-20,012
2473
$12.5M ﹤0.01%
777,761
-10,693
2474
$12.5M ﹤0.01%
447,143
+162,692
2475
$12.4M ﹤0.01%
570,466
+41,438