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
$448B
AUM Growth
-$1.39B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,522
New
Increased
Reduced
Closed

Top Sells

1 +$1.38B
2 +$876M
3 +$783M
4
MBB icon
iShares MBS ETF
MBB
+$738M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$731M

Sector Composition

1 Financials 9.54%
2 Technology 9.45%
3 Healthcare 8.74%
4 Industrials 8.18%
5 Consumer Staples 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$5.67M ﹤0.01%
112,370
+7,536
2502
$5.67M ﹤0.01%
288,934
+43,773
2503
$5.67M ﹤0.01%
674,822
+62,769
2504
$5.66M ﹤0.01%
87,487
+11,222
2505
$5.65M ﹤0.01%
382,039
-1,471,410
2506
$5.65M ﹤0.01%
447,352
-177,040
2507
$5.65M ﹤0.01%
152,504
+109,044
2508
$5.64M ﹤0.01%
368,631
-51,354
2509
$5.63M ﹤0.01%
364,325
+9,776
2510
$5.62M ﹤0.01%
114,284
-6,031
2511
$5.59M ﹤0.01%
246,066
+221,961
2512
$5.59M ﹤0.01%
93,372
-24,459
2513
$5.57M ﹤0.01%
589,485
+264,800
2514
$5.57M ﹤0.01%
180,227
-128,405
2515
$5.56M ﹤0.01%
116,544
-28,990
2516
$5.56M ﹤0.01%
385,005
+19,058
2517
$5.55M ﹤0.01%
222,540
-24,786
2518
$5.55M ﹤0.01%
189,793
+15,287
2519
$5.54M ﹤0.01%
58,964
+30,006
2520
$5.54M ﹤0.01%
128,727
+11,151
2521
$5.53M ﹤0.01%
296,226
+233,707
2522
$5.53M ﹤0.01%
397,272
-28,134
2523
$5.53M ﹤0.01%
171,820
-2,262
2524
$5.52M ﹤0.01%
148,737
-4,627
2525
$5.52M ﹤0.01%
307,493
+83,906