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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
601
$124M 0.02%
3,148,819
-677,639
602
$124M 0.02%
1,072,144
-226,026
603
$121M 0.02%
1,773,656
+108,626
604
$121M 0.02%
365,790
-1,127
605
$121M 0.02%
5,044,784
+353,140
606
$121M 0.02%
3,778,385
+112,470
607
$121M 0.02%
832,219
+90,534
608
$120M 0.02%
2,814,007
+323,899
609
$120M 0.02%
1,188,152
+75,615
610
$120M 0.02%
17,516,755
+8,398,735
611
$119M 0.02%
3,877,743
+420,611
612
$119M 0.02%
6,969,090
+1,335,109
613
$118M 0.02%
6,092,448
+1,845,967
614
$118M 0.02%
2,941,716
-76,878
615
$118M 0.02%
9,343,446
-694,102
616
$117M 0.02%
1,292,274
-75,559
617
$117M 0.02%
1,450,015
+144,798
618
$117M 0.02%
1,858,654
-54,530
619
$116M 0.02%
1,667,778
-361,651
620
$116M 0.02%
796,855
-391,841
621
$116M 0.02%
473,471
-67,662
622
$116M 0.02%
753,771
-4,173
623
$116M 0.02%
5,099,651
+546,209
624
$115M 0.02%
2,331,193
+361,386
625
$115M 0.02%
997,639
-70,009