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
4401
$248K ﹤0.01%
6,249
+69
4402
$246K ﹤0.01%
6,355
+76
4403
$246K ﹤0.01%
10,168
-925
4404
$245K ﹤0.01%
5,030
4405
$244K ﹤0.01%
100,077
-145,552
4406
$244K ﹤0.01%
28,000
-2,500
4407
$242K ﹤0.01%
134,277
-7,491
4408
$242K ﹤0.01%
17,371
-14
4409
$241K ﹤0.01%
5,245
+206
4410
$240K ﹤0.01%
12,964
+3,308
4411
$240K ﹤0.01%
14,084
-2,802
4412
$239K ﹤0.01%
23,789
-2,424
4413
$239K ﹤0.01%
24,817
-5,500
4414
$238K ﹤0.01%
20,000
4415
$237K ﹤0.01%
25,000
4416
$236K ﹤0.01%
16,222
+1,224
4417
$236K ﹤0.01%
14,257
+2,853
4418
$236K ﹤0.01%
18,650
-26,123
4419
$236K ﹤0.01%
10,745
+10,050
4420
$235K ﹤0.01%
17,722
+2,526
4421
$234K ﹤0.01%
9,129
+575
4422
$233K ﹤0.01%
17,673
-11,345
4423
$233K ﹤0.01%
11,970
-2,120
4424
$231K ﹤0.01%
16,741
-2,951
4425
$231K ﹤0.01%
11,268