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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
5301
$67K ﹤0.01%
30,166
+8,442
5302
$67K ﹤0.01%
16,416
+13,353
5303
$67K ﹤0.01%
916
+41
5304
$67K ﹤0.01%
3,293
+1,194
5305
$67K ﹤0.01%
5,104
+1,416
5306
$66K ﹤0.01%
2,109
+623
5307
$66K ﹤0.01%
27,966
+436
5308
$66K ﹤0.01%
2,490
-1,000
5309
$66K ﹤0.01%
3,876
+2,649
5310
$66K ﹤0.01%
63,348
-36,609
5311
$66K ﹤0.01%
8,123
+4,094
5312
$66K ﹤0.01%
7,884
+1,723
5313
$65K ﹤0.01%
4,740
+1,259
5314
$65K ﹤0.01%
1,443
-964
5315
$65K ﹤0.01%
2,910
-2,153
5316
$65K ﹤0.01%
5,213
-400
5317
$65K ﹤0.01%
2
+1
5318
$65K ﹤0.01%
4,467
+2,467
5319
$65K ﹤0.01%
4,289
-6,711
5320
$64K ﹤0.01%
5,591
-24
5321
$64K ﹤0.01%
+1,222
5322
$64K ﹤0.01%
602
5323
$64K ﹤0.01%
1,202
-259
5324
$64K ﹤0.01%
2,529
+1,186
5325
$64K ﹤0.01%
6,277
+2,574