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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
5051
$119K ﹤0.01%
19
-500
5052
$119K ﹤0.01%
25,370
-4,719
5053
$118K ﹤0.01%
7,198
+2,549
5054
$118K ﹤0.01%
7,070
+1,584
5055
$117K ﹤0.01%
1,606
-20
5056
$117K ﹤0.01%
2,310
-277
5057
$117K ﹤0.01%
22,326
+141
5058
$117K ﹤0.01%
14,544
5059
$117K ﹤0.01%
4,690
+1,185
5060
$117K ﹤0.01%
6,892
+1,808
5061
$117K ﹤0.01%
3,697
+1,880
5062
$117K ﹤0.01%
18,148
+6,291
5063
$116K ﹤0.01%
12,483
+352
5064
$116K ﹤0.01%
3,382
+724
5065
$116K ﹤0.01%
7,131
-1,620
5066
$116K ﹤0.01%
4,816
-8
5067
$115K ﹤0.01%
3,096
+1,169
5068
$115K ﹤0.01%
13,943
-31
5069
$115K ﹤0.01%
14,362
+5,000
5070
$115K ﹤0.01%
4,363
5071
$114K ﹤0.01%
19,198
-4,502
5072
$114K ﹤0.01%
12,223
-1,898
5073
$114K ﹤0.01%
150,000
-15,252
5074
$114K ﹤0.01%
27,549
+21,385
5075
$114K ﹤0.01%
11,799
+3,545