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
5251
$25K ﹤0.01%
+928
5252
$25K ﹤0.01%
3,011
-1,903
5253
$24K ﹤0.01%
5,442
5254
$24K ﹤0.01%
4,382
+1,101
5255
$24K ﹤0.01%
250
5256
$24K ﹤0.01%
1,147
-1,810
5257
$24K ﹤0.01%
1,206
-16,400
5258
$24K ﹤0.01%
1,000
-224
5259
$24K ﹤0.01%
349
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5260
$24K ﹤0.01%
1,482
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5261
$24K ﹤0.01%
898
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5262
$24K ﹤0.01%
+660
5263
$24K ﹤0.01%
192
-30
5264
$24K ﹤0.01%
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5265
$24K ﹤0.01%
7,424
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5266
$24K ﹤0.01%
18,030
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5267
$24K ﹤0.01%
1,500
5268
$24K ﹤0.01%
341
5269
$24K ﹤0.01%
26,000
5270
$24K ﹤0.01%
780
-1,332
5271
$24K ﹤0.01%
1,932
5272
$23K ﹤0.01%
687
+227
5273
$23K ﹤0.01%
3,030
-5,210
5274
$23K ﹤0.01%
51,909
+4,500
5275
$23K ﹤0.01%
1,424
-2,022