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
4401
$176K ﹤0.01%
12,045
+6,999
4402
$176K ﹤0.01%
13,123
+2,044
4403
$176K ﹤0.01%
3,486
+3,246
4404
$175K ﹤0.01%
10,980
-11,599
4405
$175K ﹤0.01%
9,491
+574
4406
$175K ﹤0.01%
7,856
+1,992
4407
$175K ﹤0.01%
30,000
-3,327
4408
$174K ﹤0.01%
4,078
+2,625
4409
$174K ﹤0.01%
17,150
-4,260
4410
$174K ﹤0.01%
4,224
+1,097
4411
$173K ﹤0.01%
9,416
-5,503
4412
$173K ﹤0.01%
609
-1,194
4413
$173K ﹤0.01%
91,991
-1,908
4414
$173K ﹤0.01%
31,038
+31,037
4415
$172K ﹤0.01%
24,266
+15,775
4416
$172K ﹤0.01%
+7,281
4417
$172K ﹤0.01%
6,850
+4,723
4418
$172K ﹤0.01%
15,916
+2,273
4419
$172K ﹤0.01%
9,201
-96
4420
$172K ﹤0.01%
15,483
+6,241
4421
$171K ﹤0.01%
5,072
-229
4422
$171K ﹤0.01%
3,652
-4,066
4423
$171K ﹤0.01%
8,372
+5,263
4424
$170K ﹤0.01%
+14,230
4425
$170K ﹤0.01%
9,529
+8,688