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
6026
$1K ﹤0.01%
375
6027
$1K ﹤0.01%
100
6028
$1K ﹤0.01%
1,775
-3
6029
$1K ﹤0.01%
314
-6,650
6030
$1K ﹤0.01%
2,000
6031
$1K ﹤0.01%
+521
6032
$1K ﹤0.01%
2,907
+507
6033
$1K ﹤0.01%
46
-2
6034
$1K ﹤0.01%
2,000
6035
$1K ﹤0.01%
15,191
-18,900
6036
$1K ﹤0.01%
9,500
-54,051
6037
$1K ﹤0.01%
3,328
-31,733
6038
$1K ﹤0.01%
500
6039
$1K ﹤0.01%
76
-1,937
6040
$1K ﹤0.01%
1,231
+22
6041
$1K ﹤0.01%
730
6042
$1K ﹤0.01%
30
+1
6043
$1K ﹤0.01%
157
-7
6044
$1K ﹤0.01%
70
6045
$1K ﹤0.01%
+498
6046
$1K ﹤0.01%
+132
6047
$1K ﹤0.01%
+250
6048
$1K ﹤0.01%
40
6049
$1K ﹤0.01%
200
6050
$1K ﹤0.01%
410
-269