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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
401
$236M 0.04%
2,329,521
-40,112
402
$236M 0.04%
4,762,076
-557,548
403
$234M 0.04%
2,320,053
+12,616
404
$234M 0.04%
7,506,426
-1,272,960
405
$234M 0.04%
2,794,149
-43,298
406
$232M 0.04%
7,146,172
+1,570,016
407
$230M 0.04%
2,259,315
-61,405
408
$229M 0.04%
1,413,239
+6,172
409
$229M 0.04%
1,366,881
-11,340
410
$228M 0.04%
3,842,011
+2,404,378
411
$226M 0.04%
7,432,356
+770,144
412
$226M 0.04%
2,214,964
+230,620
413
$225M 0.04%
6,382,395
+629,189
414
$225M 0.04%
11,969,190
-281,270
415
$221M 0.04%
3,765,974
+155,658
416
$219M 0.04%
2,043,486
-547,711
417
$218M 0.04%
1,550,863
+523,920
418
$217M 0.04%
1,277,486
+195,624
419
$215M 0.04%
4,185,424
-511,100
420
$215M 0.04%
7,509,740
+449,111
421
$214M 0.04%
1,195,072
+19,187
422
$214M 0.04%
15,493,104
-485,387
423
$214M 0.03%
15,188,136
-870,064
424
$213M 0.03%
6,881,951
-1,007,510
425
$213M 0.03%
2,335,936
-158,308