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
4501
$144K ﹤0.01%
2,000
4502
$144K ﹤0.01%
11,500
+2,090
4503
$143K ﹤0.01%
12,210
+7,500
4504
$143K ﹤0.01%
7,330
+343
4505
$143K ﹤0.01%
10,907
-3,405
4506
$143K ﹤0.01%
39,200
-19,712
4507
$143K ﹤0.01%
7,874
+5,314
4508
$142K ﹤0.01%
3,719
-3,246
4509
$142K ﹤0.01%
1,204
-1,229
4510
$141K ﹤0.01%
+15,175
4511
$140K ﹤0.01%
9,790
+8,090
4512
$140K ﹤0.01%
269
+130
4513
$140K ﹤0.01%
15,243
-17,015
4514
$140K ﹤0.01%
5,813
-2,817
4515
$139K ﹤0.01%
24,838
+7,116
4516
$139K ﹤0.01%
6,986
-8,101
4517
$139K ﹤0.01%
7,178
+7,037
4518
$139K ﹤0.01%
7,216
+6,835
4519
$138K ﹤0.01%
3,358
-80
4520
$138K ﹤0.01%
21,916
+19,779
4521
$137K ﹤0.01%
8,863
-350
4522
0
4523
$137K ﹤0.01%
25,077
+343
4524
$136K ﹤0.01%
5,610
+1,404
4525
$136K ﹤0.01%
11,008
+1,884