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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
5026
$124K ﹤0.01%
4,807
+4,242
5027
$124K ﹤0.01%
5,450
+1,529
5028
$124K ﹤0.01%
6,390
+4,020
5029
$124K ﹤0.01%
73,461
-12,156
5030
$123K ﹤0.01%
2,730
-15,735
5031
$123K ﹤0.01%
13,641
+9,736
5032
$123K ﹤0.01%
13,902
+6,488
5033
$123K ﹤0.01%
12,732
+4,481
5034
$123K ﹤0.01%
3,455
-37,483
5035
$123K ﹤0.01%
5,232
+1,347
5036
$123K ﹤0.01%
9,401
+4,074
5037
$123K ﹤0.01%
52
-22
5038
$122K ﹤0.01%
14,415
-9,677
5039
$122K ﹤0.01%
1,577
+354
5040
$121K ﹤0.01%
1,005
+448
5041
$121K ﹤0.01%
4,682
-1,387
5042
$121K ﹤0.01%
4,020
+1,464
5043
$121K ﹤0.01%
8,943
+4,854
5044
$121K ﹤0.01%
2,949
+1,319
5045
$120K ﹤0.01%
3,620
+1,260
5046
$120K ﹤0.01%
2,864
+1,162
5047
$119K ﹤0.01%
+50,000
5048
$119K ﹤0.01%
12,805
-10,204
5049
$119K ﹤0.01%
7,796
+1,513
5050
$119K ﹤0.01%
21,098
-17,050