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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
3976
$787K ﹤0.01%
37,329
-1,580
3977
$786K ﹤0.01%
27,896
+1,356
3978
$786K ﹤0.01%
16,683
-18,482
3979
$785K ﹤0.01%
25,491
-64,382
3980
$784K ﹤0.01%
42,001
-6,599
3981
$782K ﹤0.01%
131,861
+72,908
3982
$779K ﹤0.01%
32,422
+15,530
3983
$777K ﹤0.01%
28,504
-17,241
3984
$776K ﹤0.01%
31,315
-20,134
3985
$775K ﹤0.01%
15,239
-2,844
3986
$774K ﹤0.01%
70,151
-8,761
3987
$774K ﹤0.01%
21,425
+1,459
3988
$773K ﹤0.01%
80,565
-65,472
3989
$772K ﹤0.01%
18,281
+3,745
3990
$772K ﹤0.01%
9,887
-4,536
3991
$770K ﹤0.01%
17,539
-10,490
3992
$769K ﹤0.01%
18,821
-4,581
3993
$768K ﹤0.01%
50,857
-1,984
3994
$768K ﹤0.01%
17,981
+3,781
3995
$768K ﹤0.01%
12,889
-201
3996
$768K ﹤0.01%
25,300
-103,892
3997
$767K ﹤0.01%
38,495
-1,605
3998
$765K ﹤0.01%
22,540
+9,573
3999
$763K ﹤0.01%
11,754
+1,035
4000
$761K ﹤0.01%
66,500
-46,543