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
4951
$55K ﹤0.01%
24,100
-6,100
4952
$55K ﹤0.01%
5,522
-8,554
4953
$55K ﹤0.01%
355
-9
4954
$55K ﹤0.01%
2,000
4955
$55K ﹤0.01%
16,070
+13,955
4956
$55K ﹤0.01%
4,500
4957
$54K ﹤0.01%
6,645
4958
$54K ﹤0.01%
2,044
4959
$54K ﹤0.01%
1,980
-1,853
4960
$54K ﹤0.01%
2,959
-1,018
4961
$54K ﹤0.01%
+3,014
4962
$54K ﹤0.01%
3,429
4963
$54K ﹤0.01%
1,800
4964
$54K ﹤0.01%
764
+64
4965
$54K ﹤0.01%
850
-6,714
4966
$54K ﹤0.01%
2,011
-2,073
4967
$53K ﹤0.01%
840
4968
$53K ﹤0.01%
2,955
-3,617
4969
$53K ﹤0.01%
750
-83
4970
$53K ﹤0.01%
6,940
-19,041
4971
$53K ﹤0.01%
12,221
-14,789
4972
$53K ﹤0.01%
+1,883
4973
$53K ﹤0.01%
6,063
-3,375
4974
$52K ﹤0.01%
1,427
+577
4975
$52K ﹤0.01%
1,829
-1,114