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
3926
$428K ﹤0.01%
17,236
+4,020
3927
$427K ﹤0.01%
21,772
-3,639
3928
$427K ﹤0.01%
17,965
+375
3929
$427K ﹤0.01%
13,799
-45,349
3930
$425K ﹤0.01%
18,635
-6,904
3931
$425K ﹤0.01%
62,441
+6,200
3932
$425K ﹤0.01%
54,457
-2,318
3933
$425K ﹤0.01%
4,782
+881
3934
$423K ﹤0.01%
20,840
+1,954
3935
$423K ﹤0.01%
31,588
+16,568
3936
$423K ﹤0.01%
25,289
+1,962
3937
$421K ﹤0.01%
10,724
+1,056
3938
$421K ﹤0.01%
16,389
+13,174
3939
$419K ﹤0.01%
32,153
+2,773
3940
$419K ﹤0.01%
16,402
+13,178
3941
$419K ﹤0.01%
24,611
-1,020
3942
$416K ﹤0.01%
57,062
-9,312
3943
$416K ﹤0.01%
35,337
+376
3944
$414K ﹤0.01%
37,728
-5,050
3945
$412K ﹤0.01%
23,025
3946
$410K ﹤0.01%
7,422
-6,632
3947
$409K ﹤0.01%
19,525
-25,982
3948
$409K ﹤0.01%
405,693
-281,773
3949
$408K ﹤0.01%
8,288
-6,825
3950
$407K ﹤0.01%
33,478
-5,644