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
3551
$813K ﹤0.01%
101,646
+1,646
3552
$812K ﹤0.01%
32,028
+29,001
3553
$810K ﹤0.01%
437,920
-393
3554
$810K ﹤0.01%
17,640
-1,733
3555
$806K ﹤0.01%
112,078
+42,072
3556
$805K ﹤0.01%
88,781
-7,517
3557
$805K ﹤0.01%
39,669
+503
3558
$802K ﹤0.01%
63,675
-5,683
3559
$802K ﹤0.01%
39,747
+2,286
3560
$801K ﹤0.01%
35,675
+12,655
3561
$800K ﹤0.01%
17,115
-6,197
3562
$797K ﹤0.01%
139,078
-40,785
3563
$797K ﹤0.01%
32,239
+24,519
3564
$794K ﹤0.01%
262,321
+22,537
3565
$794K ﹤0.01%
58,557
-14,438
3566
$793K ﹤0.01%
56,414
-17,557
3567
$788K ﹤0.01%
+363,317
3568
$787K ﹤0.01%
4,928
-2,917
3569
$785K ﹤0.01%
26,764
+512
3570
$785K ﹤0.01%
12,813
-718
3571
$785K ﹤0.01%
+33,866
3572
$785K ﹤0.01%
32,002
+7,057
3573
$783K ﹤0.01%
8,822
+8,182
3574
$783K ﹤0.01%
58,446
-38,269
3575
$782K ﹤0.01%
57,728
-50,774