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
3451
$1.01M ﹤0.01%
70,374
+10,425
3452
$1M ﹤0.01%
86,485
-18,028
3453
$996K ﹤0.01%
23,559
-478
3454
$996K ﹤0.01%
78,458
-512
3455
$995K ﹤0.01%
52,571
+2,187
3456
$994K ﹤0.01%
129,531
-1,448,218
3457
$988K ﹤0.01%
127,662
+46,356
3458
$984K ﹤0.01%
100,400
3459
$975K ﹤0.01%
29,056
+28,051
3460
$975K ﹤0.01%
14,270
-17,678
3461
$975K ﹤0.01%
70,690
-188,062
3462
$970K ﹤0.01%
23,590
+2,161
3463
$969K ﹤0.01%
28,665
-1,898
3464
$968K ﹤0.01%
135,852
-23,819
3465
$967K ﹤0.01%
4,866
-253
3466
$965K ﹤0.01%
277,302
+277,202
3467
$965K ﹤0.01%
38,893
-6,314
3468
$962K ﹤0.01%
75,391
+2,482
3469
$961K ﹤0.01%
70,118
+3,335
3470
$953K ﹤0.01%
180,629
-3,064
3471
$953K ﹤0.01%
62,709
+689
3472
$952K ﹤0.01%
999,031
+166,861
3473
$951K ﹤0.01%
94,633
-9,077
3474
$951K ﹤0.01%
59,278
-91,346
3475
$948K ﹤0.01%
68,435
+5,603