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
$880B
AUM Growth
+$67.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,372
New
Increased
Reduced
Closed

Top Buys

1 +$1.02B
2 +$966M
3 +$880M
4
NFLX icon
Netflix
NFLX
+$863M
5
MBB icon
iShares MBS ETF
MBB
+$843M

Top Sells

1 +$2.41B
2 +$1.55B
3 +$1.4B
4
VT icon
Vanguard Total World Stock ETF
VT
+$910M
5
TXN icon
Texas Instruments
TXN
+$905M

Sector Composition

1 Technology 14.1%
2 Financials 7.8%
3 Healthcare 7.12%
4 Industrials 6.03%
5 Consumer Discretionary 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2526
$8.47M ﹤0.01%
1,377,284
-383,353
2527
$8.45M ﹤0.01%
596,499
+181,202
2528
$8.44M ﹤0.01%
343,720
-55,870
2529
$8.44M ﹤0.01%
994,910
+78,820
2530
$8.41M ﹤0.01%
230,460
+13,946
2531
$8.39M ﹤0.01%
151,593
+49,302
2532
$8.34M ﹤0.01%
461,331
+455,035
2533
$8.34M ﹤0.01%
1,039,791
+177,404
2534
$8.33M ﹤0.01%
675,610
+30,832
2535
$8.33M ﹤0.01%
489,636
+224,358
2536
$8.32M ﹤0.01%
510,380
-4,368
2537
$8.31M ﹤0.01%
472,421
-236,903
2538
$8.28M ﹤0.01%
322,801
-303,969
2539
$8.26M ﹤0.01%
292,198
+67,762
2540
$8.23M ﹤0.01%
119,132
-13,287
2541
$8.22M ﹤0.01%
439,350
+221,904
2542
$8.21M ﹤0.01%
284,312
+162,379
2543
$8.2M ﹤0.01%
193,723
+21,230
2544
$8.2M ﹤0.01%
38,453
-39,095
2545
$8.2M ﹤0.01%
75,536
+28,030
2546
$8.19M ﹤0.01%
243,417
-40,691
2547
$8.18M ﹤0.01%
273,447
-145,445
2548
$8.17M ﹤0.01%
141,871
+38,593
2549
$8.17M ﹤0.01%
117,422
+41,263
2550
$8.15M ﹤0.01%
122,468
-8,740