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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
3076
$3.12M ﹤0.01%
195,735
+2,196
3077
$3.12M ﹤0.01%
450,905
-100,220
3078
$3.1M ﹤0.01%
329,930
-109,612
3079
$3.1M ﹤0.01%
60,250
+11,063
3080
$3.09M ﹤0.01%
123,953
+2,777
3081
$3.09M ﹤0.01%
311,498
-19,841
3082
$3.08M ﹤0.01%
592,825
-763,733
3083
$3.08M ﹤0.01%
548,528
-44,818
3084
$3.08M ﹤0.01%
173,535
+109,016
3085
$3.08M ﹤0.01%
86,900
-1,872
3086
$3.07M ﹤0.01%
35,432
-2,647
3087
$3.06M ﹤0.01%
60,888
-15,885
3088
$3.06M ﹤0.01%
84,181
+7,715
3089
$3.05M ﹤0.01%
583,186
-114,535
3090
$3.05M ﹤0.01%
1,023,248
-29,349
3091
$3.04M ﹤0.01%
221,116
+15,244
3092
$3.04M ﹤0.01%
209,656
-17,003
3093
$3.02M ﹤0.01%
53,593
+17,958
3094
$3.02M ﹤0.01%
59,664
-10,454
3095
$3.01M ﹤0.01%
266,360
-10,856
3096
$3.01M ﹤0.01%
349,100
-339,239
3097
$3M ﹤0.01%
241,818
-38,559
3098
$3M ﹤0.01%
131,036
+12,622
3099
$3M ﹤0.01%
203,458
-34,266
3100
$3M ﹤0.01%
63,051
-6,444