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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
$1.08T
AUM Growth
-$62.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,551
New
Increased
Reduced
Closed

Top Buys

1 +$1.08B
2 +$944M
3 +$904M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$901M
5
ABBV icon
AbbVie
ABBV
+$806M

Top Sells

1 +$9.68B
2 +$4.41B
3 +$2.14B
4
MSFT icon
Microsoft
MSFT
+$1.91B
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.69B

Sector Composition

1 Technology 15.7%
2 Financials 8.27%
3 Consumer Discretionary 6%
4 Healthcare 5.9%
5 Industrials 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
7076
-128,533
7077
-1,075,887
7078
-248,970
7079
-858,801
7080
-200
7081
-14,227
7082
-38,117
7083
-99
7084
-10
7085
-33,929
7086
-125
7087
-3,057,025
7088
-2,627,031
7089
-257,666
7090
-269,313
7091
-200
7092
-5,437,132
7093
-744,836
7094
-87
7095
-1,800
7096
-31,105
7097
-51
7098
-100
7099
-89
7100
-28