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
3976
$383K ﹤0.01%
60,775
+11,537
3977
$383K ﹤0.01%
5,287
-4,342
3978
$383K ﹤0.01%
28,494
+599
3979
$382K ﹤0.01%
20,859
+1,804
3980
$382K ﹤0.01%
14,928
-1,200
3981
$382K ﹤0.01%
13,972
-1,495
3982
$381K ﹤0.01%
49,195
-17,184
3983
$380K ﹤0.01%
29,208
-45,780
3984
$380K ﹤0.01%
25,418
-1,080
3985
$379K ﹤0.01%
27,591
+3,715
3986
$377K ﹤0.01%
27,238
-41
3987
$377K ﹤0.01%
15,684
+15,419
3988
$377K ﹤0.01%
11,241
+3,058
3989
$376K ﹤0.01%
4,870
+4,795
3990
$374K ﹤0.01%
20,830
-34,400
3991
$374K ﹤0.01%
29,093
-25,717
3992
$373K ﹤0.01%
9,167
+143
3993
$372K ﹤0.01%
4,332
-2,300
3994
$371K ﹤0.01%
13,891
-244
3995
$371K ﹤0.01%
15,100
-652
3996
$371K ﹤0.01%
27,087
-46
3997
$369K ﹤0.01%
28,537
+4,989
3998
$369K ﹤0.01%
38,000
-151,700
3999
$369K ﹤0.01%
8,255
-4,128
4000
$368K ﹤0.01%
14,225
+4,502