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
851
$47.7M 0.01%
1,241,582
-152,659
852
$47.6M 0.01%
2,359,752
+417,904
853
$47.6M 0.01%
505,200
+8,563
854
$47.5M 0.01%
1,336,444
+93,870
855
$47.5M 0.01%
658,980
+278,540
856
$47.4M 0.01%
1,209,989
-400,703
857
$47.3M 0.01%
1,715,400
+666,629
858
$47.2M 0.01%
731,365
+436,783
859
$46.9M 0.01%
611,497
+62,527
860
$46.9M 0.01%
744,592
+62,115
861
$46.7M 0.01%
636,689
+44,165
862
$46.7M 0.01%
425,996
+146,551
863
$46.6M 0.01%
418,418
+23,714
864
$46.6M 0.01%
426,368
+40,463
865
$46.6M 0.01%
1,099,846
-690,864
866
$46.5M 0.01%
430,923
+15,792
867
$46.4M 0.01%
677,446
-21,946
868
$46M 0.01%
1,217,598
+21,980
869
$45.9M 0.01%
861,568
-220,399
870
$45.8M 0.01%
2,201,025
+25,092
871
$45.8M 0.01%
607,673
-91,507
872
$45.5M 0.01%
492,466
+129,295
873
$45.4M 0.01%
799,473
-50,491
874
$45.4M 0.01%
993,320
+14,998
875
$45.4M 0.01%
662,714
+64,522