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
5401
$14K ﹤0.01%
798
-74
5402
$14K ﹤0.01%
600
+400
5403
$14K ﹤0.01%
870
-1,075
5404
$14K ﹤0.01%
672
-2,508
5405
$14K ﹤0.01%
1,000
-2,700
5406
$14K ﹤0.01%
826
-7,977
5407
$14K ﹤0.01%
1,489
+344
5408
$14K ﹤0.01%
336
+13
5409
$14K ﹤0.01%
2,232
-3,080
5410
$14K ﹤0.01%
264
-1,593
5411
$14K ﹤0.01%
2,052
-180
5412
$14K ﹤0.01%
389
+120
5413
$14K ﹤0.01%
10,000
5414
$14K ﹤0.01%
824
-286
5415
$14K ﹤0.01%
8,000
-10,653
5416
$14K ﹤0.01%
906
-45,337
5417
$14K ﹤0.01%
500
5418
$14K ﹤0.01%
664
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5419
$14K ﹤0.01%
328
+313
5420
$14K ﹤0.01%
2,026
-989
5421
$14K ﹤0.01%
1,348
+983
5422
$14K ﹤0.01%
400
5423
$14K ﹤0.01%
+60,000
5424
$14K ﹤0.01%
510
+469
5425
$14K ﹤0.01%
2,235
+485