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
726
$62.3M 0.02%
1,364,922
+826,352
727
$62.2M 0.02%
1,252,432
-547,053
728
$62.1M 0.02%
2,314,095
-75,666
729
$61.7M 0.02%
2,050,668
-73,398
730
$61.6M 0.02%
1,078,550
+267,616
731
$61.6M 0.02%
1,230,404
+72,192
732
$61.5M 0.02%
2,974,071
-747,675
733
$61.5M 0.02%
839,405
+67,861
734
$61.3M 0.02%
1,631,707
+189,738
735
$61.1M 0.02%
1,005,664
-125,082
736
$61.1M 0.02%
+3,813,965
737
$60.8M 0.02%
2,943,110
+146,250
738
$60.7M 0.02%
2,799,527
+680,631
739
$60.7M 0.02%
17,854,751
+7,012,608
740
$60.7M 0.02%
1,690,016
+28,618
741
$60.6M 0.02%
1,351,820
+1,177,130
742
$60.4M 0.02%
1,786,153
-92,038
743
$60.4M 0.02%
68,381
+5,237
744
$60.4M 0.02%
1,956,356
-358,759
745
$60.3M 0.02%
868,558
+159,753
746
$60.1M 0.02%
402,512
+82,669
747
$59.7M 0.02%
1,635,388
+153,864
748
$59.6M 0.02%
1,274,288
+117,818
749
$59.6M 0.02%
2,014,292
+693,689
750
$59.6M 0.02%
1,531,134
-159,787