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
4301
$214K ﹤0.01%
14,771
-4,361
4302
$214K ﹤0.01%
1,068
-4,028
4303
$214K ﹤0.01%
11,593
+2,286
4304
$214K ﹤0.01%
12,224
-12,663
4305
$213K ﹤0.01%
7,685
+4,960
4306
$213K ﹤0.01%
+9,398
4307
$213K ﹤0.01%
9,986
-24,694
4308
$213K ﹤0.01%
+14,767
4309
$213K ﹤0.01%
7,355
-86,708
4310
$212K ﹤0.01%
11,693
+9,911
4311
$212K ﹤0.01%
4,533
+4,520
4312
$211K ﹤0.01%
13,128
-7,389
4313
$211K ﹤0.01%
21,507
-8,395
4314
$211K ﹤0.01%
119,495
+116,270
4315
$211K ﹤0.01%
221,799
-231,931
4316
$211K ﹤0.01%
19,513
-2,016
4317
$210K ﹤0.01%
30,750
+22,740
4318
$210K ﹤0.01%
40,522
+12,698
4319
$207K ﹤0.01%
4,424
-2,111
4320
$207K ﹤0.01%
14,873
+14,798
4321
$206K ﹤0.01%
36,711
+36,605
4322
$206K ﹤0.01%
2,880
-3,270
4323
$205K ﹤0.01%
12,594
-3,116
4324
$204K ﹤0.01%
7,308
-13,952
4325
$204K ﹤0.01%
17,925
-1,554