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Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 25.25%
 

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
+25.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$612B
AUM Growth
+$14.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,782
New
Increased
Reduced
Closed

Top Sells

1 +$6.7B
2 +$1.37B
3 +$1.27B
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.07B
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$862M

Sector Composition

1 Technology 10.57%
2 Financials 8.55%
3 Healthcare 7.62%
4 Industrials 6.43%
5 Consumer Discretionary 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$199M 0.03%
740,780
+43,437
452
$198M 0.03%
2,657,378
-104,283
453
$196M 0.03%
1,196,766
-103,608
454
$196M 0.03%
3,333,119
+19,804
455
$196M 0.03%
3,209,824
+487,498
456
$194M 0.03%
2,655,197
-296,129
457
$194M 0.03%
1,696,624
+61,454
458
$194M 0.03%
3,028,287
-183,178
459
$194M 0.03%
1,637,542
-21,735
460
$193M 0.03%
12,420,021
+6,037,125
461
$193M 0.03%
5,521,007
-908,783
462
$192M 0.03%
1,429,964
-163,173
463
$192M 0.03%
14,251,534
+10,662,008
464
$191M 0.03%
3,808,818
+713,604
465
$190M 0.03%
3,297,037
+99,515
466
$190M 0.03%
12,704,955
+2,192,640
467
$189M 0.03%
680,363
+197,868
468
$189M 0.03%
+3,044,054
469
$188M 0.03%
1,042,610
-25,262
470
$188M 0.03%
3,697,881
+182,216
471
$187M 0.03%
4,477,644
-505,883
472
$186M 0.03%
3,941,729
-151,100
473
$185M 0.03%
3,939,946
+75,178
474
$185M 0.03%
4,757,008
+2,821,590
475
$185M 0.03%
1,078,332
+36,158