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
5001
$42K ﹤0.01%
3,518
-7,998
5002
$42K ﹤0.01%
+2,006
5003
$42K ﹤0.01%
1,886
-3,958
5004
$42K ﹤0.01%
1,610
+1,167
5005
$42K ﹤0.01%
1,497
+1,277
5006
$42K ﹤0.01%
6,300
-31,185
5007
$42K ﹤0.01%
8,275
-4,417
5008
$42K ﹤0.01%
5,357
+1,396
5009
$41K ﹤0.01%
10,197
+8,421
5010
$41K ﹤0.01%
2,059
-10,607
5011
$41K ﹤0.01%
+1,670
5012
$41K ﹤0.01%
571
+566
5013
$41K ﹤0.01%
1,546
+288
5014
$41K ﹤0.01%
1,375
+475
5015
$41K ﹤0.01%
4,095
-680
5016
$41K ﹤0.01%
675
5017
$41K ﹤0.01%
4,333
+3,927
5018
$41K ﹤0.01%
2,500
5019
$41K ﹤0.01%
+1,350
5020
$41K ﹤0.01%
+1,700
5021
$41K ﹤0.01%
5,286
-9,102
5022
$41K ﹤0.01%
2,875
+300
5023
$40K ﹤0.01%
3,550
5024
$40K ﹤0.01%
2,767
-4,718
5025
$40K ﹤0.01%
+1,250