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
5801
$15.2K ﹤0.01%
+652
5802
$14.9K ﹤0.01%
+1,030
5803
$14.8K ﹤0.01%
+800
5804
$14.8K ﹤0.01%
1,559
+1,551
5805
$14.7K ﹤0.01%
349
+327
5806
$14.7K ﹤0.01%
7,195
-3,477
5807
$14.6K ﹤0.01%
2,028
+1
5808
$14.6K ﹤0.01%
2,258
+4
5809
$14.4K ﹤0.01%
822
5810
$14.4K ﹤0.01%
500
5811
$14.3K ﹤0.01%
+300
5812
$14.3K ﹤0.01%
760
-770
5813
$14.2K ﹤0.01%
+378
5814
$14.1K ﹤0.01%
326
-109
5815
$13.9K ﹤0.01%
1,071
5816
$13.9K ﹤0.01%
381
+50
5817
$13.8K ﹤0.01%
3,423
-86,618
5818
$13.7K ﹤0.01%
24,287
-14,596
5819
$13.7K ﹤0.01%
28,873
-37,170
5820
$13.7K ﹤0.01%
+293
5821
$13.6K ﹤0.01%
1,388
-29,007
5822
$13.6K ﹤0.01%
405
5823
$13.5K ﹤0.01%
13,740
+1,990
5824
$13.5K ﹤0.01%
5,243
-2,268
5825
$13.5K ﹤0.01%
3,384
+3,151