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
5751
$20.6K ﹤0.01%
295
-254
5752
$20.5K ﹤0.01%
2,505
-224
5753
$20.4K ﹤0.01%
10,000
-16,900
5754
$20.2K ﹤0.01%
1,023
5755
$20K ﹤0.01%
10,139
-5,668
5756
$19.9K ﹤0.01%
+813
5757
$19.8K ﹤0.01%
19,021
-11,217
5758
$19.8K ﹤0.01%
1,057
-39
5759
$19.7K ﹤0.01%
8,735
5760
$19.7K ﹤0.01%
1,080
+1
5761
$19.3K ﹤0.01%
1,069
-586
5762
$19.3K ﹤0.01%
4,261
+3,558
5763
$19.1K ﹤0.01%
16,769
+10,610
5764
$19.1K ﹤0.01%
988
-6
5765
$18.9K ﹤0.01%
150
+50
5766
$18.8K ﹤0.01%
2,196
-6,593
5767
$18.8K ﹤0.01%
11,114
+47
5768
$18.7K ﹤0.01%
11,761
-27,496
5769
$18.7K ﹤0.01%
5,074
+4
5770
$18.6K ﹤0.01%
602
-2,834
5771
$18.3K ﹤0.01%
648
-1,147
5772
$18.3K ﹤0.01%
+620
5773
$18.3K ﹤0.01%
2,578
-1,872
5774
$18.1K ﹤0.01%
6,045
-2,249
5775
$18.1K ﹤0.01%
14,808
-23,550