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
4076
$534K ﹤0.01%
45,170
-4,060
4077
$534K ﹤0.01%
12,859
-3,392
4078
$533K ﹤0.01%
4,996
-2,590
4079
$532K ﹤0.01%
19,794
-26,040
4080
$531K ﹤0.01%
10,803
-2,000
4081
$528K ﹤0.01%
158,578
+1,982
4082
$527K ﹤0.01%
13,129
-7,728
4083
$527K ﹤0.01%
30,000
-5,598
4084
$524K ﹤0.01%
3,285
-41
4085
$524K ﹤0.01%
72,940
4086
$524K ﹤0.01%
3,357
+3,344
4087
$523K ﹤0.01%
34,074
+1,836
4088
$523K ﹤0.01%
9,587
+1,143
4089
$523K ﹤0.01%
22,153
-2,081
4090
$520K ﹤0.01%
42,895
-10,302
4091
$519K ﹤0.01%
52,638
-28,332
4092
$518K ﹤0.01%
12,811
+2,953
4093
$518K ﹤0.01%
17,135
-1,769
4094
$518K ﹤0.01%
10,141
-3,257
4095
$518K ﹤0.01%
33,266
+7,420
4096
$516K ﹤0.01%
31,039
-3,678
4097
$515K ﹤0.01%
10,420
-7,863
4098
$514K ﹤0.01%
15,682
-9,828
4099
$513K ﹤0.01%
6,761
+237
4100
$512K ﹤0.01%
17,390
-53,071