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
5026
$40K ﹤0.01%
1,497
+1,197
5027
$40K ﹤0.01%
4,963
-5,053
5028
$40K ﹤0.01%
1
-2
5029
$40K ﹤0.01%
591
+585
5030
$40K ﹤0.01%
3,526
-7,286
5031
$40K ﹤0.01%
6,278
+6,078
5032
$40K ﹤0.01%
4,585
+2,585
5033
$40K ﹤0.01%
1,414
-8,212
5034
$39K ﹤0.01%
275
+2
5035
$39K ﹤0.01%
+2,692
5036
$39K ﹤0.01%
15,626
-43,863
5037
$39K ﹤0.01%
7,268
+682
5038
$39K ﹤0.01%
19,500
5039
$39K ﹤0.01%
2,402
+208
5040
$39K ﹤0.01%
187
5041
$39K ﹤0.01%
5,592
-6,836
5042
0
5043
$39K ﹤0.01%
36,555
-1,081
5044
$39K ﹤0.01%
3,378
-3,294
5045
$39K ﹤0.01%
282
+281
5046
$39K ﹤0.01%
90
-53
5047
$39K ﹤0.01%
+2,984
5048
$39K ﹤0.01%
3,130
+2,849
5049
$39K ﹤0.01%
904
+737
5050
$39K ﹤0.01%
18,934
+14,266