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
5826
$13.4K ﹤0.01%
1,383
5827
$13.2K ﹤0.01%
277
-410
5828
$13.1K ﹤0.01%
3,264
-13,195
5829
$13K ﹤0.01%
1,497
-126
5830
$13K ﹤0.01%
11,293
-8,700
5831
$13K ﹤0.01%
3,888
-8,940
5832
$12.9K ﹤0.01%
39
-63
5833
$12.9K ﹤0.01%
+403
5834
$12.8K ﹤0.01%
1,788
+21
5835
$12.8K ﹤0.01%
9,022
+1
5836
$12.7K ﹤0.01%
2,599
-5,354
5837
$12.7K ﹤0.01%
16,113
-347
5838
$12.7K ﹤0.01%
939
-240
5839
$12.6K ﹤0.01%
962
+50
5840
$12.5K ﹤0.01%
55,088
-19,213
5841
$12.4K ﹤0.01%
347
-26,911
5842
$12.3K ﹤0.01%
629
-2
5843
$12.2K ﹤0.01%
9,990
-9,435
5844
$12.1K ﹤0.01%
512
5845
$12K ﹤0.01%
7,292
-4,636
5846
$11.9K ﹤0.01%
9,372
+6,528
5847
$11.9K ﹤0.01%
15,446
-5,208
5848
$11.7K ﹤0.01%
1,307
-2,341
5849
$11.6K ﹤0.01%
+406
5850
$11.3K ﹤0.01%
7,850