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
3951
$675K ﹤0.01%
31,212
-212
3952
$674K ﹤0.01%
27,850
+5,518
3953
$674K ﹤0.01%
75,174
-18,903
3954
$671K ﹤0.01%
18,513
+2,858
3955
$671K ﹤0.01%
27,503
+2,456
3956
$670K ﹤0.01%
37,284
-4,237
3957
$670K ﹤0.01%
38,896
-66,160
3958
$668K ﹤0.01%
66,120
+44,789
3959
$665K ﹤0.01%
42,066
-4,566
3960
$665K ﹤0.01%
28,704
-3,016
3961
$664K ﹤0.01%
10,904
+8,676
3962
$663K ﹤0.01%
8,864
-910
3963
$662K ﹤0.01%
55,687
+1,651
3964
$662K ﹤0.01%
6,427
-1,433
3965
$662K ﹤0.01%
+55,000
3966
$660K ﹤0.01%
109,996
+35,402
3967
$658K ﹤0.01%
2,469
-347
3968
$658K ﹤0.01%
35,485
+5,648
3969
$657K ﹤0.01%
21,535
-8,710
3970
$655K ﹤0.01%
35,594
-5,970
3971
$652K ﹤0.01%
58,642
-64,255
3972
$651K ﹤0.01%
38,086
+2,465
3973
$649K ﹤0.01%
54,951
-3,452
3974
$648K ﹤0.01%
18,097
-28,668
3975
$648K ﹤0.01%
25,814
-52,080