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
4601
$113K ﹤0.01%
6,490
+3,368
4602
$112K ﹤0.01%
6,097
+3,512
4603
$112K ﹤0.01%
7,000
-10,000
4604
$111K ﹤0.01%
14,281
+805
4605
$111K ﹤0.01%
8,382
+16
4606
$111K ﹤0.01%
21,851
+15,459
4607
$110K ﹤0.01%
16,561
+12,182
4608
$109K ﹤0.01%
10,659
-898
4609
$109K ﹤0.01%
10,807
+1,391
4610
$109K ﹤0.01%
6,545
-9,076
4611
$109K ﹤0.01%
11,433
4612
$109K ﹤0.01%
5,306
-700
4613
$108K ﹤0.01%
21,516
-7,280
4614
$108K ﹤0.01%
146,260
-112,248
4615
$108K ﹤0.01%
11,905
4616
$108K ﹤0.01%
4,457
+282
4617
$108K ﹤0.01%
20,650
4618
$108K ﹤0.01%
2,832
-22,158
4619
$108K ﹤0.01%
7,281
+6,502
4620
$108K ﹤0.01%
+926
4621
$108K ﹤0.01%
5,401
+5,173
4622
$108K ﹤0.01%
14,504
+12,344
4623
$107K ﹤0.01%
2,813
-21,009
4624
$106K ﹤0.01%
4,684
+1,584
4625
$105K ﹤0.01%
4,765
+1,533