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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
551
$145M 0.02%
2,462,035
-512,266
552
$145M 0.02%
1,670,062
+109,793
553
$144M 0.02%
3,833,923
+410,149
554
$144M 0.02%
1,113,468
+25,422
555
$144M 0.02%
2,449,491
+79,888
556
$144M 0.02%
2,521,175
+57,664
557
$143M 0.02%
1,265,675
-134,194
558
$143M 0.02%
1,311,129
+382,357
559
$142M 0.02%
3,789,922
-240,675
560
$142M 0.02%
409,214
-15,718
561
$141M 0.02%
1,029,948
-225,658
562
$141M 0.02%
4,449,939
-407,248
563
$141M 0.02%
2,157,284
+86,954
564
$140M 0.02%
1,397,710
-134,231
565
$140M 0.02%
1,448,149
-90,885
566
$140M 0.02%
991,282
-13,283
567
$139M 0.02%
4,206,796
-551,224
568
$139M 0.02%
4,647,773
+1,065,368
569
$138M 0.02%
2,745,066
+229,297
570
$138M 0.02%
5,659,172
-324,393
571
$138M 0.02%
1,780,727
-615,723
572
$137M 0.02%
1,224,488
-340,761
573
$137M 0.02%
4,577,412
-169,452
574
$137M 0.02%
5,095,362
-65,340
575
$134M 0.02%
2,761,775
-734,686