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
4026
$351K ﹤0.01%
36,792
-18,792
4027
$351K ﹤0.01%
4,905
-3
4028
$351K ﹤0.01%
25,744
-9,287
4029
$351K ﹤0.01%
25,010
-8,175
4030
$349K ﹤0.01%
14,357
-101,639
4031
$348K ﹤0.01%
11,225
+7,892
4032
$348K ﹤0.01%
58,780
-221,015
4033
$348K ﹤0.01%
34,063
-3,997
4034
$345K ﹤0.01%
21,826
+21,675
4035
$345K ﹤0.01%
10,492
+1,168
4036
$344K ﹤0.01%
3,200
-800
4037
$344K ﹤0.01%
17,833
-8,004
4038
$343K ﹤0.01%
11,074
+10,074
4039
$343K ﹤0.01%
27,582
-12,209
4040
$343K ﹤0.01%
5,532
+1,745
4041
$342K ﹤0.01%
39,820
-7,434
4042
$342K ﹤0.01%
5,354
+4,996
4043
$340K ﹤0.01%
24,737
+1,353
4044
$338K ﹤0.01%
33,109
-1,599
4045
$338K ﹤0.01%
8,067
-11,688
4046
$337K ﹤0.01%
15,743
-48,176
4047
$337K ﹤0.01%
11,596
+6,195
4048
$337K ﹤0.01%
9,630
+6,830
4049
$336K ﹤0.01%
145,452
+312
4050
$336K ﹤0.01%
+29,025