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
4001
$620K ﹤0.01%
18,932
+10,455
4002
$619K ﹤0.01%
32,700
+5,380
4003
$618K ﹤0.01%
51,521
-26,667
4004
$617K ﹤0.01%
31,454
+511
4005
$617K ﹤0.01%
20,590
+13,625
4006
$616K ﹤0.01%
60,900
+21,100
4007
$615K ﹤0.01%
19,863
+15
4008
$614K ﹤0.01%
163,771
-7,804
4009
$613K ﹤0.01%
25,176
-205
4010
$613K ﹤0.01%
34,302
-2,710
4011
$610K ﹤0.01%
56,271
-5,133
4012
$610K ﹤0.01%
7,826
-1,479
4013
$610K ﹤0.01%
34,799
+12,185
4014
$610K ﹤0.01%
22,354
+3,200
4015
$609K ﹤0.01%
21,390
-4,230
4016
$609K ﹤0.01%
34,007
-11,894
4017
$608K ﹤0.01%
27,991
-2,615
4018
$607K ﹤0.01%
36,511
+3,374
4019
$604K ﹤0.01%
21,570
+5,059
4020
$602K ﹤0.01%
87,916
-8,002
4021
$601K ﹤0.01%
23,811
-2,537
4022
$600K ﹤0.01%
36,657
+36,498
4023
$598K ﹤0.01%
121,491
+5,930
4024
$597K ﹤0.01%
58,561
+2,270
4025
$595K ﹤0.01%
43,404
+3,372