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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
501
$172M 0.03%
14,590,561
-972,873
502
$172M 0.03%
22,486,627
+8,255,641
503
$171M 0.03%
1,291,332
-26,657
504
$171M 0.03%
3,118,558
-355,262
505
$170M 0.03%
1,447,787
-180,472
506
$170M 0.03%
2,931,538
+189,939
507
$169M 0.03%
8,193,215
+7,333,157
508
$169M 0.03%
3,905,324
-359,621
509
$168M 0.03%
1,233,810
+167,218
510
$168M 0.03%
2,489,187
-77,531
511
$168M 0.03%
3,007,014
-195,148
512
$167M 0.03%
2,202,542
+123,220
513
$164M 0.03%
2,041,330
-41,313
514
$164M 0.03%
3,864,079
+39,001
515
$164M 0.03%
2,016,326
-50,811
516
$163M 0.03%
4,246,911
+18,573
517
$163M 0.03%
1,331,737
+784,689
518
$163M 0.03%
1,862,950
+236,745
519
$163M 0.03%
7,172,976
+1,000,770
520
$162M 0.03%
2,034,362
-22,180
521
$161M 0.03%
3,447,442
-97,337
522
$161M 0.03%
855,909
-39,233
523
$160M 0.03%
10,945,700
-3,814,100
524
$160M 0.03%
2,627,714
+792,373
525
$158M 0.03%
1,849,241
-57,983