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
5226
$24K ﹤0.01%
470
+77
5227
$24K ﹤0.01%
+13,152
5228
$24K ﹤0.01%
1,151
-2,262
5229
$24K ﹤0.01%
341
5230
$24K ﹤0.01%
1,808
+1,000
5231
$24K ﹤0.01%
2,176
-6,836
5232
$24K ﹤0.01%
2,033
5233
$23K ﹤0.01%
2,258
+1,384
5234
$23K ﹤0.01%
6,413
-131
5235
$23K ﹤0.01%
1,440
-9,994
5236
$23K ﹤0.01%
314
+214
5237
$23K ﹤0.01%
+1,008
5238
$23K ﹤0.01%
125
5239
$23K ﹤0.01%
1,900
5240
$23K ﹤0.01%
931
-436
5241
$23K ﹤0.01%
2,293
5242
$23K ﹤0.01%
10,083
+10,000
5243
$23K ﹤0.01%
10,133
-111,162
5244
$23K ﹤0.01%
1,536
-9
5245
$23K ﹤0.01%
6,391
+379
5246
$23K ﹤0.01%
2,463
+2,458
5247
$22K ﹤0.01%
2,905
5248
$22K ﹤0.01%
39
-34
5249
$22K ﹤0.01%
+657
5250
$22K ﹤0.01%
2,081
+838