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
4001
$367K ﹤0.01%
10,136
+195
4002
$367K ﹤0.01%
50,144
+1,386
4003
$364K ﹤0.01%
15,577
-42,927
4004
$363K ﹤0.01%
5,554
+1,565
4005
$363K ﹤0.01%
19,860
+1,472
4006
$362K ﹤0.01%
49,031
-1,885
4007
$361K ﹤0.01%
4,621
+1,669
4008
$360K ﹤0.01%
16,650
-1,256
4009
$360K ﹤0.01%
37,730
+5,914
4010
$359K ﹤0.01%
13,550
-607
4011
$358K ﹤0.01%
35,104
+3,981
4012
$357K ﹤0.01%
14,144
-19,034
4013
$356K ﹤0.01%
+9,947
4014
$356K ﹤0.01%
11,425
4015
$356K ﹤0.01%
27,243
+20,278
4016
$356K ﹤0.01%
40,369
+2,978
4017
$355K ﹤0.01%
8,566
+1,318
4018
$355K ﹤0.01%
1,084
+885
4019
$354K ﹤0.01%
25,738
4020
$352K ﹤0.01%
30,829
-2,657
4021
$352K ﹤0.01%
10,442
-10,993
4022
$352K ﹤0.01%
101,717
+101,157
4023
$351K ﹤0.01%
11,177
+225
4024
$351K ﹤0.01%
31,336
+13,297
4025
$351K ﹤0.01%
12,527
+182