Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.08%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.08%
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 +$4.46B
2 +$4.43B
3 +$2.07B
4
MSFT icon
Microsoft
MSFT
+$2.06B
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.71B

Top Sells

1 +$2.52B
2 +$1.4B
3 +$1.26B
4
MBB icon
iShares MBS ETF
MBB
+$1.24B
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.08B

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
4801
$330K ﹤0.01%
7,945
+7,199
4802
$329K ﹤0.01%
120,624
+19,656
4803
$329K ﹤0.01%
10,079
-1,858
4804
$328K ﹤0.01%
4,385
+1,925
4805
$327K ﹤0.01%
81,745
+80,371
4806
$327K ﹤0.01%
+11,213
4807
$326K ﹤0.01%
22,508
-3,270
4808
$326K ﹤0.01%
27,394
-14,913
4809
$326K ﹤0.01%
30,844
-6,377
4810
$325K ﹤0.01%
295,697
+5,646
4811
$325K ﹤0.01%
285,163
+32
4812
$324K ﹤0.01%
120,464
+66,113
4813
$324K ﹤0.01%
34,506
-33,489
4814
$324K ﹤0.01%
51,494
+49,739
4815
$323K ﹤0.01%
7,478
-41,437
4816
$323K ﹤0.01%
20,953
+14,929
4817
$322K ﹤0.01%
25,678
-4,771
4818
$321K ﹤0.01%
37,085
-36,849
4819
$321K ﹤0.01%
50,966
-26,036
4820
$321K ﹤0.01%
16,444
-2,323
4821
$321K ﹤0.01%
31,122
+6,583
4822
$320K ﹤0.01%
41,101
+25,873
4823
$320K ﹤0.01%
12,334
+6,896
4824
$319K ﹤0.01%
26,912
-521
4825
$318K ﹤0.01%
54,523
-81,719