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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
626
$115M 0.02%
5,312,131
-648,152
627
$115M 0.02%
2,393,865
-161,264
628
$115M 0.02%
3,131,906
+826,922
629
$115M 0.02%
823,024
-39,133
630
$114M 0.02%
1,317,976
-113,295
631
$114M 0.02%
686,326
+31,288
632
$114M 0.02%
584,412
-635,167
633
$114M 0.02%
103,291
-13,826
634
$112M 0.02%
1,981,076
+494,909
635
$112M 0.02%
1,700,050
+1,692,715
636
$112M 0.02%
496,975
-356,687
637
$112M 0.02%
7,260,645
-416,160
638
$109M 0.02%
1,949,177
-479,094
639
$109M 0.02%
6,492,792
-6,290
640
$109M 0.02%
2,168,642
+473,665
641
$109M 0.02%
730,144
-62,761
642
$109M 0.02%
2,812,398
+1,942,695
643
$108M 0.02%
2,572,414
-667,730
644
$108M 0.02%
2,101,448
-20,288
645
$108M 0.02%
384,450
-353,378
646
$108M 0.02%
9,283,429
-852,724
647
$108M 0.02%
1,229,293
-86,483
648
$107M 0.02%
1,221,523
-47,637
649
$106M 0.02%
2,706,704
-327,692
650
$106M 0.02%
3,314,430
-119,847