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
3951
$407K ﹤0.01%
20,856
+6,586
3952
$407K ﹤0.01%
10,876
-3,614
3953
$406K ﹤0.01%
21,444
-64,820
3954
$406K ﹤0.01%
60,953
+51,499
3955
$405K ﹤0.01%
30,043
+1,344
3956
$405K ﹤0.01%
28,648
+12,734
3957
$401K ﹤0.01%
+26,785
3958
$397K ﹤0.01%
78,674
+204
3959
$397K ﹤0.01%
15,262
-3,288
3960
$397K ﹤0.01%
91,461
-47,292
3961
$395K ﹤0.01%
30,241
-5,653
3962
$394K ﹤0.01%
2,151
-546
3963
$393K ﹤0.01%
21,691
-13,531
3964
$393K ﹤0.01%
40,304
+39,900
3965
$391K ﹤0.01%
4,888
-7,336
3966
$391K ﹤0.01%
13,445
+482
3967
$391K ﹤0.01%
23,239
+11,808
3968
$390K ﹤0.01%
18,081
+7,728
3969
$390K ﹤0.01%
17,757
+3,310
3970
$388K ﹤0.01%
21,803
-2,834
3971
$388K ﹤0.01%
24,493
+8,208
3972
$387K ﹤0.01%
85,722
-19,016
3973
$386K ﹤0.01%
21,665
-6,400
3974
$386K ﹤0.01%
17,889
3975
$385K ﹤0.01%
10,557
-19,962