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
5701
$5K ﹤0.01%
+307
5702
0
5703
$5K ﹤0.01%
400
+388
5704
$5K ﹤0.01%
411
+3
5705
$5K ﹤0.01%
+232
5706
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207
+150
5707
$5K ﹤0.01%
81
+21
5708
$5K ﹤0.01%
+7
5709
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+2,000
5710
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167
-962
5711
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5712
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238
+190
5713
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347
+200
5714
$5K ﹤0.01%
+189
5715
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376
5716
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+181
5717
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700
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5718
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200
5719
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1,700
+1,000
5720
$5K ﹤0.01%
4,500
5721
$5K ﹤0.01%
265
5722
$5K ﹤0.01%
799
5723
$5K ﹤0.01%
4,300
+300
5724
$5K ﹤0.01%
172
+3
5725
$5K ﹤0.01%
1,322
+412