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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
5351
$59K ﹤0.01%
7,395
+747
5352
$59K ﹤0.01%
3,205
+630
5353
$59K ﹤0.01%
4,085
+943
5354
$59K ﹤0.01%
5,637
+1,189
5355
$59K ﹤0.01%
130
+59
5356
$58K ﹤0.01%
19,883
-5,472
5357
$58K ﹤0.01%
23,023
+16,118
5358
$58K ﹤0.01%
2,381
-2,511
5359
$58K ﹤0.01%
1,525
-1,286
5360
$58K ﹤0.01%
1,500
-202
5361
$58K ﹤0.01%
718
-89
5362
$58K ﹤0.01%
7
+5
5363
$58K ﹤0.01%
4,111
+608
5364
$58K ﹤0.01%
+2,145
5365
$58K ﹤0.01%
1,735
+1,610
5366
$57K ﹤0.01%
1,040
+624
5367
$57K ﹤0.01%
11,000
-114,700
5368
$57K ﹤0.01%
1,808
+104
5369
$57K ﹤0.01%
4,178
5370
$57K ﹤0.01%
17,000
-14,000
5371
$57K ﹤0.01%
2,148
+30
5372
$57K ﹤0.01%
452
+148
5373
$57K ﹤0.01%
142
+27
5374
$56K ﹤0.01%
13,307
+8,934
5375
$56K ﹤0.01%
+147