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
5501
$10K ﹤0.01%
535
-2,575
5502
$10K ﹤0.01%
889
-123
5503
$10K ﹤0.01%
404
-10,915
5504
$10K ﹤0.01%
6,285
-14,074
5505
$10K ﹤0.01%
269
-367
5506
$10K ﹤0.01%
1,200
-6,707
5507
0
5508
$10K ﹤0.01%
350
5509
$10K ﹤0.01%
700
5510
$10K ﹤0.01%
5,847
+1,259
5511
$10K ﹤0.01%
509
-943
5512
$10K ﹤0.01%
5,635
5513
$10K ﹤0.01%
14
5514
$10K ﹤0.01%
1,430
5515
$10K ﹤0.01%
4,569
-28,292
5516
$10K ﹤0.01%
638
-3,191
5517
$9K ﹤0.01%
691
-1,166
5518
$9K ﹤0.01%
1,117
5519
$9K ﹤0.01%
394
-2,471
5520
$9K ﹤0.01%
1
5521
$9K ﹤0.01%
150
-50
5522
$9K ﹤0.01%
2
-2
5523
$9K ﹤0.01%
38
-1,276
5524
$9K ﹤0.01%
2,008
-3,018
5525
$9K ﹤0.01%
1,112
-350