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
4876
$289K ﹤0.01%
+10,606
4877
$288K ﹤0.01%
11,810
-2,181
4878
$288K ﹤0.01%
9,563
-1,630
4879
$288K ﹤0.01%
35,575
+5,071
4880
$288K ﹤0.01%
77,100
-13,923
4881
$287K ﹤0.01%
31,112
+4,744
4882
$287K ﹤0.01%
14,407
-7,192
4883
$287K ﹤0.01%
9,424
-2,556
4884
$287K ﹤0.01%
55,175
+7,176
4885
$287K ﹤0.01%
12,911
-7,313
4886
$286K ﹤0.01%
52,732
+2,692
4887
$285K ﹤0.01%
209,899
-77,578
4888
$285K ﹤0.01%
14,885
-20,187
4889
$285K ﹤0.01%
11,690
-28,097
4890
$284K ﹤0.01%
10,166
-8
4891
$284K ﹤0.01%
+9,363
4892
$283K ﹤0.01%
19,792
4893
$283K ﹤0.01%
7,583
4894
$282K ﹤0.01%
19,075
-56
4895
$278K ﹤0.01%
18,001
+1,269
4896
$278K ﹤0.01%
8,750
-16,250
4897
$278K ﹤0.01%
44,419
+5,336
4898
$277K ﹤0.01%
7,122
-4,149
4899
$277K ﹤0.01%
43,368
+6,390
4900
$276K ﹤0.01%
7,417
-2,417