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
5026
$46K ﹤0.01%
600
-524
5027
$46K ﹤0.01%
5,537
-17,845
5028
$45K ﹤0.01%
1,200
5029
$45K ﹤0.01%
2,084
-3,115
5030
$45K ﹤0.01%
682
-12,092
5031
0
5032
$45K ﹤0.01%
1,257
+1,152
5033
$45K ﹤0.01%
1,356
+19
5034
$45K ﹤0.01%
378
5035
$45K ﹤0.01%
117,356
-1,400
5036
$44K ﹤0.01%
2,250
-423
5037
$44K ﹤0.01%
2,568
+1,438
5038
$44K ﹤0.01%
2,426
-1,349
5039
$44K ﹤0.01%
1,613
-417
5040
$44K ﹤0.01%
1,949
-5,624
5041
$44K ﹤0.01%
1,458
5042
$44K ﹤0.01%
677
-2,869
5043
$44K ﹤0.01%
2,751
-1,590
5044
$43K ﹤0.01%
20,000
5045
$43K ﹤0.01%
4,222
-2,499
5046
$43K ﹤0.01%
+11,553
5047
$43K ﹤0.01%
5,174
+2,089
5048
$43K ﹤0.01%
3,779
-200
5049
$43K ﹤0.01%
4,136
-5,087
5050
$43K ﹤0.01%
8,518
-8,555