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
3251
$2.03M ﹤0.01%
101,345
-25,685
3252
$2.03M ﹤0.01%
19,060
-8,198
3253
$2.02M ﹤0.01%
60,518
+7,198
3254
$2.02M ﹤0.01%
82,794
+1,557
3255
$2.02M ﹤0.01%
100,075
+19,342
3256
$2.02M ﹤0.01%
118,084
+40,191
3257
$2.02M ﹤0.01%
79,386
-226,292
3258
$2.02M ﹤0.01%
16,059
+1,485
3259
$2.02M ﹤0.01%
9,076
-7,799
3260
$2.01M ﹤0.01%
29,661
-4,997
3261
$2.01M ﹤0.01%
158,026
-19,984
3262
$2.01M ﹤0.01%
48,362
-2,991
3263
$2M ﹤0.01%
88,348
+82,822
3264
$2M ﹤0.01%
77,302
+5,100
3265
$2M ﹤0.01%
70,512
-904
3266
$1.99M ﹤0.01%
13,171
-21,284
3267
$1.99M ﹤0.01%
15,359
-2,788
3268
$1.98M ﹤0.01%
75,533
-3,723
3269
$1.98M ﹤0.01%
181,917
+26,073
3270
$1.98M ﹤0.01%
92,118
+16,750
3271
$1.98M ﹤0.01%
148,865
-23,150
3272
$1.98M ﹤0.01%
90,423
-19,346
3273
$1.98M ﹤0.01%
38,970
-2,130
3274
$1.97M ﹤0.01%
107,739
-34,646
3275
$1.97M ﹤0.01%
193,549
-5,743