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Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 25.25%
 

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
+25.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$612B
AUM Growth
+$14.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,782
New
Increased
Reduced
Closed

Top Sells

1 +$6.7B
2 +$1.37B
3 +$1.27B
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.07B
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$862M

Sector Composition

1 Technology 10.57%
2 Financials 8.55%
3 Healthcare 7.62%
4 Industrials 6.43%
5 Consumer Discretionary 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2626
$5.57M ﹤0.01%
171,168
+5,357
2627
$5.57M ﹤0.01%
435,596
+22,373
2628
$5.57M ﹤0.01%
226,806
+58,292
2629
$5.57M ﹤0.01%
108,317
+7,126
2630
$5.57M ﹤0.01%
176,298
+1,493
2631
$5.56M ﹤0.01%
1,645,807
+914,882
2632
$5.55M ﹤0.01%
+18,268
2633
$5.55M ﹤0.01%
368,864
+22,546
2634
$5.53M ﹤0.01%
322,325
-157,139
2635
$5.53M ﹤0.01%
86,259
+9,581
2636
$5.52M ﹤0.01%
446,070
+26,799
2637
$5.51M ﹤0.01%
119,684
+38,441
2638
$5.51M ﹤0.01%
60,663
+2,747
2639
$5.51M ﹤0.01%
392,316
+10,241
2640
$5.49M ﹤0.01%
173,971
+10,124
2641
$5.48M ﹤0.01%
200,158
+40,784
2642
$5.46M ﹤0.01%
357,201
-409,040
2643
$5.46M ﹤0.01%
116,933
+33,184
2644
$5.44M ﹤0.01%
201,240
-46,292
2645
$5.44M ﹤0.01%
175,792
+33,080
2646
$5.44M ﹤0.01%
119,246
+2,798
2647
$5.44M ﹤0.01%
155,008
-400
2648
$5.43M ﹤0.01%
30,517
-41,109
2649
$5.43M ﹤0.01%
298,955
-37,036
2650
$5.42M ﹤0.01%
380,391
-51,988