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
4351
$195K ﹤0.01%
134,053
+59,083
4352
$195K ﹤0.01%
20,912
+11,639
4353
$195K ﹤0.01%
11,668
4354
$195K ﹤0.01%
18,441
+1,609
4355
$193K ﹤0.01%
3,400
4356
$193K ﹤0.01%
8,497
+8,358
4357
$193K ﹤0.01%
21,200
-8,700
4358
$192K ﹤0.01%
9,697
-5,000
4359
$191K ﹤0.01%
6,190
-8,615
4360
$191K ﹤0.01%
8,473
+1,719
4361
$191K ﹤0.01%
3,251
-5,511
4362
$191K ﹤0.01%
22,321
-58,282
4363
$190K ﹤0.01%
7,740
+1,750
4364
$190K ﹤0.01%
7,202
+2,231
4365
$189K ﹤0.01%
7,829
+6,108
4366
$189K ﹤0.01%
4,855
-1,466
4367
$188K ﹤0.01%
27,355
-4,592
4368
$188K ﹤0.01%
5,073
+662
4369
$188K ﹤0.01%
24,649
+745
4370
$188K ﹤0.01%
17,938
-1,943
4371
$187K ﹤0.01%
10,318
4372
$187K ﹤0.01%
22,240
-8,190
4373
$187K ﹤0.01%
+7,700
4374
$187K ﹤0.01%
145,199
-54,404
4375
$186K ﹤0.01%
445
+425