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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
2901
$3.91M ﹤0.01%
63,808
-1,939
2902
$3.9M ﹤0.01%
97,127
+25,232
2903
$3.88M ﹤0.01%
454,455
-360,672
2904
$3.88M ﹤0.01%
159,471
+51,692
2905
$3.88M ﹤0.01%
44,774
-381
2906
$3.88M ﹤0.01%
197,537
+25,598
2907
$3.88M ﹤0.01%
81,059
+15,232
2908
$3.87M ﹤0.01%
129,213
+11,662
2909
$3.86M ﹤0.01%
53,135
+7,658
2910
$3.86M ﹤0.01%
53,656
-3,263
2911
$3.86M ﹤0.01%
144,391
+868
2912
$3.85M ﹤0.01%
407,119
+9,174
2913
$3.85M ﹤0.01%
322,455
+1,095
2914
$3.84M ﹤0.01%
62,764
+8,947
2915
$3.83M ﹤0.01%
86,660
-13,395
2916
$3.83M ﹤0.01%
37,516
+5,063
2917
$3.83M ﹤0.01%
458,662
+34,021
2918
$3.83M ﹤0.01%
280,189
-6,323
2919
$3.82M ﹤0.01%
108,928
-32,712
2920
$3.82M ﹤0.01%
328,661
-43,919
2921
$3.81M ﹤0.01%
256,692
-55,496
2922
$3.81M ﹤0.01%
493,992
-128,440
2923
$3.81M ﹤0.01%
260,444
+151,275
2924
$3.81M ﹤0.01%
15,590
-449
2925
$3.8M ﹤0.01%
70,273
-3,192