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
5676
$28.9K ﹤0.01%
14,177
-8,705
5677
$28.8K ﹤0.01%
+1,117
5678
$28.1K ﹤0.01%
933
+488
5679
$27.8K ﹤0.01%
500
-722
5680
$27.1K ﹤0.01%
17,163
+15,672
5681
$27K ﹤0.01%
2,789
-1,298
5682
$27K ﹤0.01%
953
5683
$26.9K ﹤0.01%
8,383
5684
$26.7K ﹤0.01%
2,088
+5
5685
$26.5K ﹤0.01%
34,878
-21,106
5686
$26.4K ﹤0.01%
4,915
-7,541
5687
$26.4K ﹤0.01%
10,155
-5,201
5688
$26.4K ﹤0.01%
1,077
+519
5689
$26.3K ﹤0.01%
4,033
5690
$26.3K ﹤0.01%
18,722
-35,146
5691
$26.2K ﹤0.01%
+7,187
5692
$26.1K ﹤0.01%
1,984
+8
5693
$26.1K ﹤0.01%
23,067
-21,640
5694
$26K ﹤0.01%
1,603
5695
$26K ﹤0.01%
1,993
+106
5696
$25.9K ﹤0.01%
+1,000
5697
$25.6K ﹤0.01%
18,444
-10,648
5698
$25.6K ﹤0.01%
672
-185
5699
$25.6K ﹤0.01%
11,858
-44,674
5700
$25.6K ﹤0.01%
6,546