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
4701
$90K ﹤0.01%
6,300
+3,072
4702
$90K ﹤0.01%
3,533
+323
4703
$89K ﹤0.01%
6,080
+1,134
4704
$89K ﹤0.01%
1,184
-1,955
4705
$89K ﹤0.01%
4,321
+377
4706
$89K ﹤0.01%
2,668
-41,913
4707
$89K ﹤0.01%
+16,271
4708
$89K ﹤0.01%
4,750
+2,772
4709
$89K ﹤0.01%
1,492
+1,329
4710
$88K ﹤0.01%
5,412
-7,132
4711
$88K ﹤0.01%
18,215
+610
4712
$88K ﹤0.01%
4,628
-724
4713
$88K ﹤0.01%
4,104
+2,948
4714
$87K ﹤0.01%
146
-56
4715
$87K ﹤0.01%
9,403
+291
4716
$86K ﹤0.01%
12,174
+1,786
4717
$86K ﹤0.01%
2,072
-1,332
4718
$85K ﹤0.01%
3,403
+1,875
4719
$85K ﹤0.01%
10,877
+6,585
4720
$85K ﹤0.01%
2,799
+2,475
4721
$85K ﹤0.01%
+5,190
4722
$84K ﹤0.01%
5,037
+2,088
4723
$84K ﹤0.01%
20,500
+2,500
4724
$84K ﹤0.01%
4,024
+3,612
4725
$84K ﹤0.01%
27,375
+23,297