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
4226
$246K ﹤0.01%
11,438
+8,638
4227
$243K ﹤0.01%
+38,323
4228
$242K ﹤0.01%
+18,483
4229
$242K ﹤0.01%
17,602
+100
4230
$242K ﹤0.01%
4,513
+3,566
4231
$242K ﹤0.01%
14,569
+1,562
4232
$241K ﹤0.01%
23,962
-1,730
4233
$241K ﹤0.01%
1,556
+1,487
4234
$240K ﹤0.01%
16,209
-2,141
4235
$240K ﹤0.01%
1,268
+445
4236
$239K ﹤0.01%
14,253
-3,786
4237
$239K ﹤0.01%
11,047
+2,494
4238
$239K ﹤0.01%
21,815
-4,498
4239
$238K ﹤0.01%
28,913
+26,711
4240
$237K ﹤0.01%
9,226
+2,894
4241
$237K ﹤0.01%
8,725
+3,695
4242
$237K ﹤0.01%
10,000
4243
$237K ﹤0.01%
8,040
-13,239
4244
$236K ﹤0.01%
44,809
-1,500
4245
$235K ﹤0.01%
3,479
+3,353
4246
$235K ﹤0.01%
+10,054
4247
$234K ﹤0.01%
17,765
+14,547
4248
$234K ﹤0.01%
7,624
+4,746
4249
$233K ﹤0.01%
59,962
+19,762
4250
$233K ﹤0.01%
23,476
+1,499