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
4926
$51K ﹤0.01%
14,712
-109,064
4927
$51K ﹤0.01%
407
-2,211
4928
$51K ﹤0.01%
3,003
-23,501
4929
$51K ﹤0.01%
14,850
-55,229
4930
$51K ﹤0.01%
3
+1
4931
$51K ﹤0.01%
11,456
+10,474
4932
$51K ﹤0.01%
49,469
-174,279
4933
$50K ﹤0.01%
+1,101
4934
$50K ﹤0.01%
3,681
-280
4935
$50K ﹤0.01%
9,437
-463
4936
$50K ﹤0.01%
556
-11,851
4937
$50K ﹤0.01%
1,768
+226
4938
$50K ﹤0.01%
1,358
+715
4939
$49K ﹤0.01%
+1,953
4940
$49K ﹤0.01%
2,340
+2,200
4941
$49K ﹤0.01%
4,000
-4,294
4942
$49K ﹤0.01%
1,220
4943
$49K ﹤0.01%
4,088
4944
$49K ﹤0.01%
7,154
+4,664
4945
$49K ﹤0.01%
1,675
-3,230
4946
$48K ﹤0.01%
13,859
-6,012
4947
$48K ﹤0.01%
766
-524
4948
$48K ﹤0.01%
9,468
4949
$48K ﹤0.01%
5,071
-5,000
4950
$48K ﹤0.01%
2,370
+1,276