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
5726
$5K ﹤0.01%
+1,000
5727
$5K ﹤0.01%
402
5728
$5K ﹤0.01%
718
5729
$5K ﹤0.01%
125
5730
$5K ﹤0.01%
17,290
+1,112
5731
$5K ﹤0.01%
1,732
5732
$5K ﹤0.01%
603
-4,432
5733
$5K ﹤0.01%
1,055
-50
5734
$5K ﹤0.01%
1,920
5735
$5K ﹤0.01%
309
-375
5736
$4K ﹤0.01%
178
-22,610
5737
$4K ﹤0.01%
3
5738
$4K ﹤0.01%
+158
5739
0
5740
$4K ﹤0.01%
+139
5741
$4K ﹤0.01%
2,200
5742
$4K ﹤0.01%
80
5743
$4K ﹤0.01%
2,562
-25,900
5744
$4K ﹤0.01%
1,167
-1,333
5745
$4K ﹤0.01%
+435
5746
$4K ﹤0.01%
250
5747
$4K ﹤0.01%
2,500
5748
$4K ﹤0.01%
9,406
-2,275,407
5749
$4K ﹤0.01%
2
-8
5750
$4K ﹤0.01%
+139