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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
4001
$761K ﹤0.01%
97,010
-57,879
4002
$760K ﹤0.01%
16,183
+9,553
4003
$760K ﹤0.01%
20,061
+2,447
4004
$759K ﹤0.01%
7,785
-1,450
4005
$758K ﹤0.01%
14,598
-280
4006
$758K ﹤0.01%
30,860
+187
4007
$757K ﹤0.01%
52,328
+4,262
4008
$754K ﹤0.01%
56,882
+8,197
4009
$753K ﹤0.01%
20,341
+408
4010
$753K ﹤0.01%
13,784
-12,960
4011
$753K ﹤0.01%
84,640
+34,058
4012
$750K ﹤0.01%
28,514
-4,817
4013
$749K ﹤0.01%
109,909
-11,383
4014
$749K ﹤0.01%
75,660
-9,653
4015
$748K ﹤0.01%
25,823
-16,284
4016
$748K ﹤0.01%
7,046
+530
4017
$748K ﹤0.01%
28,953
+2,937
4018
$747K ﹤0.01%
27,340
+505
4019
$746K ﹤0.01%
67,133
+24,131
4020
$745K ﹤0.01%
56,776
-6,860
4021
$745K ﹤0.01%
21,688
+1,411
4022
$744K ﹤0.01%
27,213
-6,898
4023
$743K ﹤0.01%
15,840
-2,843
4024
$740K ﹤0.01%
14,875
+5,322
4025
$738K ﹤0.01%
28,450
+2,838