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
4101
$296K ﹤0.01%
119,326
-92,519
4102
$295K ﹤0.01%
35,379
+16,071
4103
$294K ﹤0.01%
16,243
-17,322
4104
$293K ﹤0.01%
5,296
+3,901
4105
$293K ﹤0.01%
31,460
+44
4106
$293K ﹤0.01%
22,185
+2,640
4107
$292K ﹤0.01%
44,827
+1,095
4108
$292K ﹤0.01%
191
+93
4109
$291K ﹤0.01%
28,520
-62,977
4110
$291K ﹤0.01%
15,568
-1,714
4111
$290K ﹤0.01%
15,162
+280
4112
$290K ﹤0.01%
219,700
+124,421
4113
$289K ﹤0.01%
4,516
4114
$289K ﹤0.01%
2,856
-1,316
4115
$289K ﹤0.01%
21,081
+1,910
4116
$288K ﹤0.01%
6,597
+1,854
4117
$288K ﹤0.01%
+4,861
4118
$288K ﹤0.01%
6,360
+3,235
4119
$287K ﹤0.01%
25,065
-6,877
4120
$287K ﹤0.01%
13,397
-17,187
4121
$287K ﹤0.01%
15,578
+6,959
4122
$287K ﹤0.01%
19,180
+1,100
4123
$286K ﹤0.01%
16,210
-8,929
4124
$286K ﹤0.01%
12,533
-6,523
4125
$286K ﹤0.01%
21,704
+7,800