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
5651
$33K ﹤0.01%
2,289
-4,279
5652
$32.3K ﹤0.01%
11,821
-7,335
5653
$32.1K ﹤0.01%
26,954
+15
5654
$32K ﹤0.01%
6,580
+406
5655
$31.9K ﹤0.01%
600
-74
5656
$31.9K ﹤0.01%
4,563
+1,351
5657
$31.8K ﹤0.01%
61,109
-53,772
5658
$31.8K ﹤0.01%
8,000
5659
$31.5K ﹤0.01%
1,735
-45,000
5660
$31.5K ﹤0.01%
+39,396
5661
$31.4K ﹤0.01%
901
-342
5662
$31.3K ﹤0.01%
3,738
+645
5663
$31.1K ﹤0.01%
10,003
+1,258
5664
$30.7K ﹤0.01%
619
-9
5665
$30.6K ﹤0.01%
7,507
-8,945
5666
$30.1K ﹤0.01%
1,860
5667
$29.9K ﹤0.01%
21,850
5668
$29.6K ﹤0.01%
2,452
-1,577
5669
$29.6K ﹤0.01%
12,728
-129
5670
$29.4K ﹤0.01%
5,878
+254
5671
$29.3K ﹤0.01%
9,064
-5,649
5672
$29.3K ﹤0.01%
1,441
-6,216
5673
$29.3K ﹤0.01%
+1,914
5674
$29.2K ﹤0.01%
2,567
+1
5675
$29K ﹤0.01%
5,337
-3,838