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
826
$49.8M 0.01%
1,346,322
-103,708
827
$49.7M 0.01%
988,459
-102,245
828
$49.6M 0.01%
624,712
-20,716
829
$49.6M 0.01%
1,150,814
+98,016
830
$49.6M 0.01%
3,049,986
+98,598
831
$49.5M 0.01%
395,189
-4,146
832
$49.5M 0.01%
2,180,359
+497,071
833
$49.4M 0.01%
3,577,908
-1,897,551
834
$49.2M 0.01%
3,502,217
-1,870,054
835
$49M 0.01%
2,964,820
-1,249,926
836
$49M 0.01%
250,485
-19,233
837
$49M 0.01%
2,357,885
+580,795
838
$48.9M 0.01%
1,468,078
+193,906
839
$48.8M 0.01%
3,092,737
-583,101
840
$48.8M 0.01%
676,884
-38,167
841
$48.8M 0.01%
501,156
-27,955
842
$48.7M 0.01%
909,522
+75,529
843
$48.6M 0.01%
1,903,710
-2,458
844
$48.4M 0.01%
549,154
+150,419
845
$48.4M 0.01%
743,367
-37,155
846
$48.3M 0.01%
619,136
-46,729
847
$48.3M 0.01%
878,478
+72,931
848
$48.2M 0.01%
3,655,887
-461,965
849
$48.1M 0.01%
776,007
+79,144
850
$48M 0.01%
2,668,526
-312,540