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
3476
$947K ﹤0.01%
32,858
+7,618
3477
$946K ﹤0.01%
16,785
-3,894
3478
$944K ﹤0.01%
94,473
+94,053
3479
$943K ﹤0.01%
32,827
+1,375
3480
$942K ﹤0.01%
26,912
+17,872
3481
$941K ﹤0.01%
58,972
-4,139
3482
$939K ﹤0.01%
23,892
-59,298
3483
$936K ﹤0.01%
40,816
+3,585
3484
$934K ﹤0.01%
+40,350
3485
$932K ﹤0.01%
30,613
+373
3486
$931K ﹤0.01%
54,069
-2,431
3487
$929K ﹤0.01%
282,405
-85,475
3488
$929K ﹤0.01%
99,315
+49,345
3489
$925K ﹤0.01%
31,753
-10,867
3490
$924K ﹤0.01%
112,853
-8,309
3491
$924K ﹤0.01%
35,843
-1,017
3492
$922K ﹤0.01%
71,443
-57,582
3493
$921K ﹤0.01%
74,000
+54,275
3494
$920K ﹤0.01%
187,296
+12,270
3495
$919K ﹤0.01%
29,505
-16,141
3496
$918K ﹤0.01%
60,245
-21,049
3497
$918K ﹤0.01%
19,277
-12,506
3498
$916K ﹤0.01%
21,159
-9,323
3499
$916K ﹤0.01%
47,317
-8,603
3500
$912K ﹤0.01%
32,242
+17,038