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 8.19%
5 Consumer Staples 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3901
$732K ﹤0.01%
115,496
+7,500
3902
$731K ﹤0.01%
74,814
+28,434
3903
$727K ﹤0.01%
49,810
+2,350
3904
$725K ﹤0.01%
55,041
+3,413
3905
$724K ﹤0.01%
85,707
-40,020
3906
$723K ﹤0.01%
5,457
-15,237
3907
$722K ﹤0.01%
41,141
-1,201
3908
$722K ﹤0.01%
22,560
-3,565
3909
$720K ﹤0.01%
77,626
+52,208
3910
$720K ﹤0.01%
8,249
-1,311
3911
$720K ﹤0.01%
52,561
+2,321
3912
$716K ﹤0.01%
74,534
-3,289
3913
$716K ﹤0.01%
40,037
-3,747
3914
$715K ﹤0.01%
92,399
+487
3915
$715K ﹤0.01%
26,006
-4,627
3916
$715K ﹤0.01%
54,556
3917
$711K ﹤0.01%
34,134
+2,083
3918
$710K ﹤0.01%
46,262
+29,203
3919
$708K ﹤0.01%
33,006
-4,401
3920
$706K ﹤0.01%
40,003
-27,630
3921
$702K ﹤0.01%
97,440
3922
$702K ﹤0.01%
45,588
-1,568
3923
$701K ﹤0.01%
61,100
+4,048
3924
$700K ﹤0.01%
28,133
-5,830
3925
$700K ﹤0.01%
46,943
-7,338