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
4651
$100K ﹤0.01%
6,525
4652
$100K ﹤0.01%
14,046
+6,337
4653
$100K ﹤0.01%
7,795
+3,850
4654
$100K ﹤0.01%
7,638
-1,211
4655
$99K ﹤0.01%
17,983
+17,783
4656
$99K ﹤0.01%
11,579
-2,415
4657
$99K ﹤0.01%
6,050
-51,728
4658
$98K ﹤0.01%
1,907
+271
4659
$98K ﹤0.01%
1,747
-161
4660
$98K ﹤0.01%
3,715
+731
4661
$98K ﹤0.01%
6,619
-85,023
4662
$98K ﹤0.01%
+2,981
4663
$98K ﹤0.01%
55,551
-15,235
4664
$97K ﹤0.01%
17,437
+1,927
4665
$97K ﹤0.01%
40,800
-326,400
4666
$97K ﹤0.01%
6,920
+2,979
4667
$97K ﹤0.01%
19,229
4668
$96K ﹤0.01%
1,840
4669
$95K ﹤0.01%
3,208
+3,161
4670
$95K ﹤0.01%
6,377
+7
4671
$95K ﹤0.01%
2,668
+168
4672
$95K ﹤0.01%
9,429
-121
4673
$95K ﹤0.01%
2,912
+2,000
4674
$94K ﹤0.01%
782
+482
4675
$94K ﹤0.01%
12,403
+5,053