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
5001
$49K ﹤0.01%
1,376
+761
5002
$49K ﹤0.01%
1,030
-657
5003
$49K ﹤0.01%
2,057
-6
5004
$49K ﹤0.01%
10,845
+10,295
5005
$49K ﹤0.01%
2,805
-2,521
5006
$49K ﹤0.01%
8,498
-3,427
5007
$48K ﹤0.01%
4,400
-34
5008
$48K ﹤0.01%
1,006
-861
5009
$48K ﹤0.01%
28,800
5010
$48K ﹤0.01%
23,237
-840
5011
$48K ﹤0.01%
2,190
-115,453
5012
$48K ﹤0.01%
10,492
-9,633
5013
$48K ﹤0.01%
5,268
-24,028
5014
$48K ﹤0.01%
6,000
+4,997
5015
$47K ﹤0.01%
+2,153
5016
$47K ﹤0.01%
6,188
+2,733
5017
$47K ﹤0.01%
1,763
-203
5018
$47K ﹤0.01%
11
5019
$47K ﹤0.01%
988
+150
5020
$47K ﹤0.01%
10,116
+6,573
5021
$47K ﹤0.01%
2,769
+1,509
5022
$46K ﹤0.01%
1,476
-1,011
5023
$46K ﹤0.01%
23
-1
5024
$46K ﹤0.01%
31,090
-6,846
5025
$46K ﹤0.01%
2,850
+629