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
3751
$583K ﹤0.01%
51,365
-12,789
3752
$583K ﹤0.01%
172,000
3753
$580K ﹤0.01%
132,373
+119,858
3754
$579K ﹤0.01%
9,499
-12,958
3755
$579K ﹤0.01%
40,325
-4,668
3756
$579K ﹤0.01%
20,396
-28,428
3757
$578K ﹤0.01%
406,670
-408,977
3758
$577K ﹤0.01%
55,600
+55,293
3759
$576K ﹤0.01%
34,407
+34,354
3760
$575K ﹤0.01%
27,160
+762
3761
$572K ﹤0.01%
13,155
-5,295
3762
$572K ﹤0.01%
20,272
-34,640
3763
$570K ﹤0.01%
+35,528
3764
$570K ﹤0.01%
8,360
+6,846
3765
$570K ﹤0.01%
99,249
-141,570
3766
$570K ﹤0.01%
63,214
-76,636
3767
$567K ﹤0.01%
144,325
-1,315
3768
$566K ﹤0.01%
12,209
+1,183
3769
$566K ﹤0.01%
70,160
+18,367
3770
$564K ﹤0.01%
43,178
+17,796
3771
$562K ﹤0.01%
131,500
+29,982
3772
$562K ﹤0.01%
11,506
-273
3773
$562K ﹤0.01%
+21,324
3774
$560K ﹤0.01%
+48,090
3775
$559K ﹤0.01%
26,833
+5,435