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
4326
$204K ﹤0.01%
5,374
+2,976
4327
$204K ﹤0.01%
13,149
+12,359
4328
$204K ﹤0.01%
14,202
-49,751
4329
$203K ﹤0.01%
12,228
+520
4330
$203K ﹤0.01%
4,435
+726
4331
$203K ﹤0.01%
18,444
+9,396
4332
$202K ﹤0.01%
5,130
-8,536
4333
$201K ﹤0.01%
4,851
+4,549
4334
$201K ﹤0.01%
12,549
-17,965
4335
$201K ﹤0.01%
10,807
-3,518
4336
$199K ﹤0.01%
19,163
+6,632
4337
$199K ﹤0.01%
7,151
+4,924
4338
$199K ﹤0.01%
32,865
+12,618
4339
$199K ﹤0.01%
13,156
+5,448
4340
$199K ﹤0.01%
15,237
-10,509
4341
$198K ﹤0.01%
71,806
-2,400
4342
$198K ﹤0.01%
8,657
-5,744
4343
$198K ﹤0.01%
9,894
+894
4344
$198K ﹤0.01%
3,627
-13,407
4345
$197K ﹤0.01%
+9,884
4346
$197K ﹤0.01%
9,449
-18,192
4347
$197K ﹤0.01%
10,006
-20,959
4348
$196K ﹤0.01%
+12
4349
$196K ﹤0.01%
17,936
-7,194
4350
$195K ﹤0.01%
12,721
+12,538