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
4626
$105K ﹤0.01%
2,106
-60
4627
$105K ﹤0.01%
7,185
+6,382
4628
$105K ﹤0.01%
+9,844
4629
$105K ﹤0.01%
29,856
-13,107
4630
$104K ﹤0.01%
4,736
+3,736
4631
$104K ﹤0.01%
6,025
-8,183
4632
$104K ﹤0.01%
2,466
-3,557
4633
$104K ﹤0.01%
4,000
4634
$104K ﹤0.01%
13,413
+5,885
4635
$104K ﹤0.01%
+3,800
4636
$103K ﹤0.01%
5,206
4637
$103K ﹤0.01%
37,238
+36,749
4638
$103K ﹤0.01%
8,500
4639
$102K ﹤0.01%
4,802
+1,639
4640
$102K ﹤0.01%
5,624
+4,665
4641
$102K ﹤0.01%
21,606
+215
4642
$102K ﹤0.01%
4,025
+406
4643
$101K ﹤0.01%
7,945
-158,543
4644
$101K ﹤0.01%
38,870
+9,870
4645
$101K ﹤0.01%
169
+161
4646
$101K ﹤0.01%
10,045
+9,903
4647
$101K ﹤0.01%
16,323
-2,789
4648
$101K ﹤0.01%
12,504
-325
4649
$100K ﹤0.01%
2,699
+9
4650
$100K ﹤0.01%
7,296
-3,314