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
5601
$42.6K ﹤0.01%
14,308
-5,637
5602
$42.6K ﹤0.01%
1,635
+1
5603
$42.3K ﹤0.01%
30,187
+13,700
5604
$41.9K ﹤0.01%
1,069
+153
5605
$41.7K ﹤0.01%
8,162
-4,929
5606
$41.7K ﹤0.01%
41,286
-32,274
5607
$41.7K ﹤0.01%
12,864
-7,024
5608
$41.4K ﹤0.01%
5,908
-3,284
5609
$41.4K ﹤0.01%
38,290
-21,814
5610
$41.1K ﹤0.01%
17,962
+78
5611
$41.1K ﹤0.01%
7,000
-72,371
5612
$40.4K ﹤0.01%
1,751
5613
$40.4K ﹤0.01%
8,963
+5,388
5614
$40.3K ﹤0.01%
5,769
-3,363
5615
$40.2K ﹤0.01%
4,817
5616
$40K ﹤0.01%
1,931
-469
5617
$39.8K ﹤0.01%
3,638
-516
5618
$39.6K ﹤0.01%
4,545
+4,504
5619
$39.5K ﹤0.01%
40,323
-13,422
5620
$39.3K ﹤0.01%
2,347
+1,517
5621
$39.2K ﹤0.01%
28,830
+7,717
5622
$38.8K ﹤0.01%
1,762
-47
5623
$37.8K ﹤0.01%
34,706
-9,862
5624
$37.8K ﹤0.01%
1,745
+1,696
5625
$37.6K ﹤0.01%
4,875
-2,062