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
4026
$594K ﹤0.01%
64,146
-371
4027
$593K ﹤0.01%
13,445
-2,878
4028
$591K ﹤0.01%
556
-101
4029
$591K ﹤0.01%
80,153
+10,410
4030
$589K ﹤0.01%
68,790
+8,346
4031
$586K ﹤0.01%
20,172
-8,412
4032
$583K ﹤0.01%
58,986
+4,770
4033
$583K ﹤0.01%
108,116
-30,563
4034
$582K ﹤0.01%
24,024
-2,365
4035
$579K ﹤0.01%
117,316
-193
4036
$577K ﹤0.01%
12,499
+7,539
4037
$575K ﹤0.01%
22,106
-2,366
4038
$574K ﹤0.01%
235,808
-10,171
4039
$574K ﹤0.01%
42,876
+2,349
4040
$573K ﹤0.01%
43,050
+500
4041
$572K ﹤0.01%
74,758
-8,520
4042
$570K ﹤0.01%
22,247
+1,091
4043
$570K ﹤0.01%
35,273
-5,129
4044
$569K ﹤0.01%
10,207
+2,873
4045
$568K ﹤0.01%
16,205
-7,346
4046
$568K ﹤0.01%
34,055
-5,803
4047
$567K ﹤0.01%
72,852
+59,531
4048
$567K ﹤0.01%
17,242
-1,568
4049
$564K ﹤0.01%
42,802
-6,716
4050
$564K ﹤0.01%
37,533
+6,745