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
5001
$221K ﹤0.01%
30,395
-8,728
5002
$221K ﹤0.01%
12,468
-5,488
5003
$220K ﹤0.01%
121,730
-2,810
5004
$220K ﹤0.01%
8,273
-1,277
5005
$220K ﹤0.01%
190,893
-38,565
5006
$219K ﹤0.01%
25,273
+1
5007
$219K ﹤0.01%
9,790
-464
5008
$218K ﹤0.01%
76,309
-5,077
5009
$218K ﹤0.01%
+16,700
5010
$218K ﹤0.01%
11,070
-4,089
5011
$217K ﹤0.01%
37,136
+1,845
5012
$216K ﹤0.01%
7,404
-4,708
5013
$216K ﹤0.01%
17,981
5014
$214K ﹤0.01%
+4,973
5015
$214K ﹤0.01%
7,625
-4,321
5016
$213K ﹤0.01%
44,842
+12,530
5017
$213K ﹤0.01%
7,609
+7,597
5018
$212K ﹤0.01%
55,125
-79,699
5019
$212K ﹤0.01%
1,900
-8,575
5020
$212K ﹤0.01%
4,980
+184
5021
$211K ﹤0.01%
1,509
-1,725
5022
$211K ﹤0.01%
51,744
-191,908
5023
$211K ﹤0.01%
61,317
-18,794
5024
$211K ﹤0.01%
26,058
-17,316
5025
$210K ﹤0.01%
5,056
-1,258