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
3851
$495K ﹤0.01%
36,376
-11,126
3852
$492K ﹤0.01%
15,344
+10,073
3853
$491K ﹤0.01%
17,030
-45,642
3854
$489K ﹤0.01%
63,743
+35,230
3855
$486K ﹤0.01%
8,214
-1,647
3856
$486K ﹤0.01%
90,000
3857
$485K ﹤0.01%
95,552
+90,203
3858
$482K ﹤0.01%
62,662
+45,145
3859
$481K ﹤0.01%
31,707
+1,417
3860
$480K ﹤0.01%
22,905
+3,198
3861
$479K ﹤0.01%
18,714
-672
3862
$477K ﹤0.01%
22,183
-12,257
3863
$476K ﹤0.01%
27,689
+7,644
3864
$472K ﹤0.01%
5,678
-369
3865
$472K ﹤0.01%
21,476
+380
3866
$472K ﹤0.01%
33,485
+13,000
3867
$471K ﹤0.01%
24,930
+11,112
3868
$471K ﹤0.01%
+21,586
3869
$471K ﹤0.01%
12,935
+4,227
3870
$471K ﹤0.01%
34,041
-10,270
3871
$469K ﹤0.01%
29,152
+7,156
3872
$469K ﹤0.01%
38,618
+2,263
3873
$468K ﹤0.01%
19,902
+3,795
3874
$467K ﹤0.01%
65,267
+22,385
3875
$467K ﹤0.01%
23,565
-299