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
4476
$152K ﹤0.01%
6,022
+161
4477
$152K ﹤0.01%
5,414
+841
4478
$152K ﹤0.01%
7,000
4479
$152K ﹤0.01%
6,069
-5,862
4480
$151K ﹤0.01%
6,208
4481
$150K ﹤0.01%
15,418
+15,018
4482
$150K ﹤0.01%
6,332
+292
4483
$149K ﹤0.01%
+12,134
4484
$149K ﹤0.01%
6,817
+5,909
4485
$149K ﹤0.01%
4,684
-8,951
4486
$149K ﹤0.01%
6,392
-1,300
4487
$148K ﹤0.01%
9,453
+1,060
4488
$148K ﹤0.01%
5,104
-385
4489
$148K ﹤0.01%
13,107
-4,342
4490
$148K ﹤0.01%
7,980
+1,021
4491
$147K ﹤0.01%
16,317
+14,351
4492
$146K ﹤0.01%
6,946
+2,739
4493
$146K ﹤0.01%
32,869
-200
4494
$146K ﹤0.01%
317
-599
4495
$146K ﹤0.01%
8,111
-1,754
4496
$145K ﹤0.01%
1,882
-1,627
4497
$145K ﹤0.01%
12,587
+25
4498
$145K ﹤0.01%
3,737
+2,592
4499
$145K ﹤0.01%
23,356
-192,551
4500
$145K ﹤0.01%
18,133
+3,314