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
5076
$40K ﹤0.01%
1,314
-2,054
5077
$40K ﹤0.01%
5,546
-5,057
5078
$40K ﹤0.01%
344
+169
5079
$40K ﹤0.01%
5,409
+1,071
5080
$40K ﹤0.01%
1,641
-2,632
5081
$40K ﹤0.01%
2,862
-17
5082
$40K ﹤0.01%
9,054
5083
$40K ﹤0.01%
1,753
5084
$40K ﹤0.01%
+1,885
5085
$40K ﹤0.01%
200,014
+99,995
5086
$40K ﹤0.01%
1,260
5087
$39K ﹤0.01%
5,345
-8,582
5088
$39K ﹤0.01%
2,000
5089
$39K ﹤0.01%
2,402
-19,472
5090
$39K ﹤0.01%
+5,475
5091
$39K ﹤0.01%
2,934
+1,025
5092
$39K ﹤0.01%
2,551
-3,452
5093
$39K ﹤0.01%
9,369
+1,121
5094
$39K ﹤0.01%
2,263
+1,485
5095
$39K ﹤0.01%
699
+6
5096
$39K ﹤0.01%
3,022
5097
$39K ﹤0.01%
32,474
-331
5098
$38K ﹤0.01%
1,056
-1,928
5099
$38K ﹤0.01%
2,090
-7,238
5100
$38K ﹤0.01%
1,705
+690