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
3801
$535K ﹤0.01%
11,028
-61
3802
$533K ﹤0.01%
29,703
-248,783
3803
$532K ﹤0.01%
7,644
+1,833
3804
$532K ﹤0.01%
8,847
+1,115
3805
$531K ﹤0.01%
33,068
-73,221
3806
$529K ﹤0.01%
8,305
-2,328
3807
$528K ﹤0.01%
55,954
+54,626
3808
$527K ﹤0.01%
5,186
-18,180
3809
$527K ﹤0.01%
62,218
-3,140
3810
$526K ﹤0.01%
72,456
+2,154
3811
$526K ﹤0.01%
51,460
-24,588
3812
$525K ﹤0.01%
52,770
+2,059
3813
$525K ﹤0.01%
55,023
-84
3814
$525K ﹤0.01%
11,006
-3,366
3815
$524K ﹤0.01%
48,996
-14,593
3816
$524K ﹤0.01%
79,304
-234,435
3817
$524K ﹤0.01%
15,919
+5,605
3818
$524K ﹤0.01%
36,036
+261
3819
$521K ﹤0.01%
47,894
+12,128
3820
$521K ﹤0.01%
17,467
+2,639
3821
$521K ﹤0.01%
35,375
-1,177
3822
$521K ﹤0.01%
15,047
-2,604
3823
$519K ﹤0.01%
21,611
-1,154
3824
$519K ﹤0.01%
11,782
-3,430
3825
$518K ﹤0.01%
27,137
+16,470