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
4151
$273K ﹤0.01%
11,525
-8,787
4152
$273K ﹤0.01%
388
+210
4153
$273K ﹤0.01%
16,307
+14,274
4154
$273K ﹤0.01%
19,311
-4,248
4155
$272K ﹤0.01%
26,016
+24,925
4156
$272K ﹤0.01%
11,744
-760
4157
$271K ﹤0.01%
118,490
4158
$271K ﹤0.01%
79,776
+3,761
4159
$271K ﹤0.01%
29,383
+8,441
4160
$270K ﹤0.01%
7,945
-5,132
4161
$270K ﹤0.01%
9,633
+1,941
4162
$269K ﹤0.01%
14,539
-16,562
4163
$269K ﹤0.01%
6,669
+160
4164
$268K ﹤0.01%
36,066
-3,109
4165
$268K ﹤0.01%
36,880
-3,276
4166
$268K ﹤0.01%
28,363
+28,163
4167
$268K ﹤0.01%
13,485
-3,521
4168
$267K ﹤0.01%
11,970
-4,808
4169
$266K ﹤0.01%
6,394
+405
4170
$266K ﹤0.01%
8,675
-4,944
4171
$266K ﹤0.01%
843
-2,468
4172
$266K ﹤0.01%
11,609
+231
4173
$266K ﹤0.01%
19,618
+285
4174
$266K ﹤0.01%
38,603
-7,915
4175
$265K ﹤0.01%
33,752
+19,488