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
701
$65.5M 0.02%
842,354
-65,611
702
$65.3M 0.02%
14,647,820
-710,783
703
$65.1M 0.02%
1,014,792
-71,350
704
$65.1M 0.02%
2,391,096
-1,408,045
705
$65M 0.02%
957,469
-334
706
$64.9M 0.02%
1,569,581
+318,784
707
$64.8M 0.02%
2,146,207
+168,765
708
$64.6M 0.02%
1,643,563
+1,533,863
709
$64.5M 0.02%
174,650
+145,688
710
$64.4M 0.02%
520,353
-411,601
711
$64.3M 0.02%
1,355,275
-24,149
712
$64.3M 0.02%
1,529,712
+208,310
713
$64.2M 0.02%
576,700
+298,388
714
$64.1M 0.02%
312,843
-8,112
715
$64M 0.02%
5,042,403
+344,143
716
$63.9M 0.02%
1,718,346
+1,225,666
717
$63.8M 0.02%
4,506,956
-2,339,026
718
$63.5M 0.02%
287,824
+578
719
$63.4M 0.02%
3,050,018
+2,951,206
720
$63M 0.02%
1,779,107
-684,154
721
$62.6M 0.02%
14,565,206
+984,313
722
$62.5M 0.02%
1,281,298
-53,772
723
$62.5M 0.02%
2,039,683
+182,291
724
$62.3M 0.02%
1,104,833
+28,892
725
$62.3M 0.02%
1,112,491
-207,418