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
3051
$3.81M ﹤0.01%
86,332
-17,337
3052
$3.81M ﹤0.01%
129,110
+1,673
3053
$3.81M ﹤0.01%
129,451
+35,664
3054
$3.81M ﹤0.01%
173,710
+19,643
3055
$3.8M ﹤0.01%
299,107
+8,074
3056
$3.8M ﹤0.01%
148,370
-6,486
3057
$3.8M ﹤0.01%
181,132
+22,298
3058
$3.8M ﹤0.01%
407,919
+138,491
3059
$3.79M ﹤0.01%
97,076
+11,648
3060
$3.78M ﹤0.01%
170,302
-544
3061
$3.78M ﹤0.01%
83,104
-2,649
3062
$3.78M ﹤0.01%
300,670
+14,954
3063
$3.77M ﹤0.01%
60,409
+17,177
3064
$3.77M ﹤0.01%
372,084
+43,556
3065
$3.77M ﹤0.01%
218,872
-57,120
3066
$3.76M ﹤0.01%
250,820
-3,943
3067
$3.76M ﹤0.01%
268,738
+2,293
3068
$3.75M ﹤0.01%
+1,289,304
3069
$3.75M ﹤0.01%
66,068
-4,728
3070
$3.74M ﹤0.01%
447,431
+57,595
3071
$3.73M ﹤0.01%
285,886
-5,840
3072
$3.73M ﹤0.01%
42,284
+1,410
3073
$3.73M ﹤0.01%
200,082
-159,972
3074
$3.73M ﹤0.01%
4,697,954
+829
3075
$3.73M ﹤0.01%
56,350
-1,071