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
5626
$37.6K ﹤0.01%
6,386
+8
5627
$37.2K ﹤0.01%
9,630
+2,084
5628
$37.1K ﹤0.01%
28,794
-12,428
5629
$36.8K ﹤0.01%
+679
5630
$36.7K ﹤0.01%
16,295
-9,447
5631
$36.4K ﹤0.01%
2,440
5632
$35.7K ﹤0.01%
834
-5,966
5633
$35.6K ﹤0.01%
15,975
-1,166
5634
$35.4K ﹤0.01%
1,000
-1,300
5635
$35.1K ﹤0.01%
+994
5636
$35K ﹤0.01%
+534
5637
$34.9K ﹤0.01%
+3,300
5638
$34.9K ﹤0.01%
42,500
+40,000
5639
$34.8K ﹤0.01%
4,859
-35
5640
$34.7K ﹤0.01%
+4,620
5641
$34.5K ﹤0.01%
+1,025
5642
$34K ﹤0.01%
3,367
+1
5643
$33.8K ﹤0.01%
20,124
-13,190
5644
$33.8K ﹤0.01%
4,526
+3,094
5645
$33.8K ﹤0.01%
873
-376
5646
$33.7K ﹤0.01%
7,013
+53
5647
$33.7K ﹤0.01%
264
+71
5648
$33.5K ﹤0.01%
3,665
-1,595
5649
$33.4K ﹤0.01%
17,326
-4,462
5650
$33.4K ﹤0.01%
6,591
+6,105