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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
7201
-3,000
7202
-100
7203
-98
7204
-2
7205
-10,842
7206
-28,316
7207
-1,840
7208
-17,860
7209
-342
7210
-143
7211
0
7212
-1,286
7213
-254
7214
-8
7215
-25
7216
-1,270
7217
-126
7218
-1,228
7219
-13,855
7220
-1,169
7221
-40
7222
-98
7223
0
7224
-100
7225
-1,970