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
5051
$38K ﹤0.01%
976
-19,250
5052
$38K ﹤0.01%
12,657
-3,637
5053
$38K ﹤0.01%
+3,022
5054
$38K ﹤0.01%
1,611
+1
5055
$38K ﹤0.01%
3,124
5056
$38K ﹤0.01%
1,921
-374
5057
0
5058
$38K ﹤0.01%
+1,592
5059
$38K ﹤0.01%
2,560
+2,500
5060
$38K ﹤0.01%
2,949
-750
5061
$38K ﹤0.01%
8,461
-2,765
5062
$38K ﹤0.01%
4,552
+61
5063
$38K ﹤0.01%
9,905
+5,607
5064
$37K ﹤0.01%
12,228
-22,101
5065
$37K ﹤0.01%
1,291
-8,072
5066
$37K ﹤0.01%
+3,836
5067
$37K ﹤0.01%
+2,000
5068
$37K ﹤0.01%
2,885
-887
5069
$37K ﹤0.01%
1,421
5070
$37K ﹤0.01%
6,790
-1,333
5071
$37K ﹤0.01%
3,576
+133
5072
$37K ﹤0.01%
+4,216
5073
$37K ﹤0.01%
1,652
-7,091
5074
$37K ﹤0.01%
4,411
-81,033
5075
$36K ﹤0.01%
1,348
-1,355