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Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 25.25%
 

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
+25.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$612B
AUM Growth
+$14.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,782
New
Increased
Reduced
Closed

Top Sells

1 +$6.7B
2 +$1.37B
3 +$1.27B
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.07B
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$862M

Sector Composition

1 Technology 10.57%
2 Financials 8.55%
3 Healthcare 7.62%
4 Industrials 6.43%
5 Consumer Discretionary 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3851
$963K ﹤0.01%
34,924
+8,494
3852
$961K ﹤0.01%
23,797
+12,482
3853
$960K ﹤0.01%
103,977
+19,865
3854
$958K ﹤0.01%
41,035
-67,690
3855
$955K ﹤0.01%
2,049
+1,686
3856
$951K ﹤0.01%
58,022
+513
3857
$949K ﹤0.01%
25,090
+11,177
3858
$949K ﹤0.01%
31,188
+6,212
3859
$945K ﹤0.01%
14,885
+261
3860
$945K ﹤0.01%
97,320
+18,402
3861
$945K ﹤0.01%
236,414
+16,938
3862
$942K ﹤0.01%
47,559
+6,635
3863
$940K ﹤0.01%
83,560
+3,702
3864
$940K ﹤0.01%
+481,704
3865
$938K ﹤0.01%
8,418
+418
3866
$937K ﹤0.01%
81,039
+22,294
3867
$934K ﹤0.01%
80,516
+3,462
3868
$932K ﹤0.01%
26,146
+11,443
3869
$932K ﹤0.01%
22,398
-870
3870
$929K ﹤0.01%
860,146
-8,998
3871
$927K ﹤0.01%
34,831
+9,268
3872
$927K ﹤0.01%
17,846
+11,888
3873
$923K ﹤0.01%
65,379
+6,370
3874
$923K ﹤0.01%
99,304
+6,487
3875
$922K ﹤0.01%
60,302
-99,588