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
4201
$254K ﹤0.01%
15,734
-203,614
4202
$254K ﹤0.01%
17,564
-429
4203
$253K ﹤0.01%
10,086
-6,881
4204
0
4205
$253K ﹤0.01%
15,744
-9,283
4206
$252K ﹤0.01%
3,478
-167
4207
$252K ﹤0.01%
6,707
+1,352
4208
$252K ﹤0.01%
17,856
+2,829
4209
$252K ﹤0.01%
20,418
-80,505
4210
$251K ﹤0.01%
1,168
+554
4211
$251K ﹤0.01%
12,174
-3,958
4212
$251K ﹤0.01%
5,442
+1,937
4213
$251K ﹤0.01%
5,505
-3,239
4214
$251K ﹤0.01%
27,964
-13,800
4215
$250K ﹤0.01%
10,474
+7,487
4216
$250K ﹤0.01%
7,855
-3,940
4217
$250K ﹤0.01%
21,987
-28,129
4218
$248K ﹤0.01%
22,546
+4,130
4219
$248K ﹤0.01%
43,847
+15,821
4220
$248K ﹤0.01%
17,748
-11,342
4221
$248K ﹤0.01%
22,670
-28,407
4222
$248K ﹤0.01%
80,367
+2,123
4223
$248K ﹤0.01%
18,737
+2,759
4224
$246K ﹤0.01%
14,430
-7,180
4225
$246K ﹤0.01%
13,588
-15,126