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
5376
$16K ﹤0.01%
7,053
5377
$16K ﹤0.01%
+600
5378
$16K ﹤0.01%
1,200
5379
$15K ﹤0.01%
718
+232
5380
$15K ﹤0.01%
774
-214
5381
$15K ﹤0.01%
244
+125
5382
$15K ﹤0.01%
706
-997
5383
0
5384
$15K ﹤0.01%
798
+139
5385
$15K ﹤0.01%
+58
5386
$15K ﹤0.01%
1,000
5387
$15K ﹤0.01%
1,437
+1,220
5388
$15K ﹤0.01%
2,200
+100
5389
$15K ﹤0.01%
419
+117
5390
$15K ﹤0.01%
2,557
+2,287
5391
$15K ﹤0.01%
50,729
+236
5392
$15K ﹤0.01%
2,200
5393
$15K ﹤0.01%
1,545
-6,979
5394
$15K ﹤0.01%
2,375
-4,925
5395
$15K ﹤0.01%
976
5396
$15K ﹤0.01%
333
5397
$15K ﹤0.01%
875
5398
$15K ﹤0.01%
2,366
+707
5399
$15K ﹤0.01%
1,000
5400
$14K ﹤0.01%
29