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
$375B
AUM Growth
+$24.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,615
New
Increased
Reduced
Closed

Top Sells

1 +$1.41B
2 +$678M
3 +$656M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$532M
5
BUD icon
AB InBev
BUD
+$503M

Sector Composition

1 Healthcare 9.61%
2 Technology 8.91%
3 Financials 8.78%
4 Industrials 8.1%
5 Consumer Staples 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3001
$2.04M ﹤0.01%
47,200
+12,968
3002
$2.04M ﹤0.01%
353,335
+38,612
3003
$2.04M ﹤0.01%
86,218
-1,108
3004
$2.02M ﹤0.01%
88,360
-114,848
3005
$2.02M ﹤0.01%
215,464
-7,830
3006
$2.02M ﹤0.01%
23,863
-85,828
3007
$2.02M ﹤0.01%
123,754
+79,236
3008
$2.02M ﹤0.01%
459,105
+29,599
3009
$2.01M ﹤0.01%
51,913
+147
3010
$2.01M ﹤0.01%
3,039
+1,142
3011
$2M ﹤0.01%
89,942
-165,269
3012
$2M ﹤0.01%
147,668
-56,264
3013
$1.98M ﹤0.01%
14,056
-30,071
3014
$1.97M ﹤0.01%
49,216
-898
3015
$1.97M ﹤0.01%
73,665
-10,121
3016
$1.97M ﹤0.01%
65,170
+37
3017
$1.97M ﹤0.01%
8,373
-2,514
3018
$1.97M ﹤0.01%
142,636
-12,392
3019
$1.96M ﹤0.01%
158,284
+147,726
3020
$1.95M ﹤0.01%
105,661
+5,460
3021
$1.95M ﹤0.01%
86,844
-1,610
3022
$1.95M ﹤0.01%
67,304
+3,734
3023
$1.95M ﹤0.01%
168,253
-1,441
3024
$1.95M ﹤0.01%
94,583
+1,940
3025
$1.95M ﹤0.01%
600,400
-307