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
951
$39.8M 0.01%
419,598
+17,299
952
$39.8M 0.01%
493,045
-60,402
953
$39.8M 0.01%
1,838,406
+156,417
954
$39.7M 0.01%
1,218,657
+20,284
955
$39.6M 0.01%
1,659,014
-6,753
956
$39.5M 0.01%
445,278
-12,305
957
$39.3M 0.01%
1,210,723
+12,998
958
$39.2M 0.01%
979,715
-72,314
959
$39.2M 0.01%
115,595
+17,466
960
$39.2M 0.01%
3,205,261
-375,380
961
$39.2M 0.01%
2,024,887
+21,208
962
$39.1M 0.01%
1,319,545
-46,986
963
$38.9M 0.01%
687,986
-2,009,595
964
$38.9M 0.01%
1,312,576
+281,335
965
$38.9M 0.01%
825,169
-298,749
966
$38.7M 0.01%
839,599
-91,765
967
$38.7M 0.01%
1,113,995
-53,530
968
$38.7M 0.01%
902,480
+5,380
969
$38.7M 0.01%
1,826,297
-91,382
970
$38.5M 0.01%
816,289
-96,811
971
$38.4M 0.01%
712,893
-70,074
972
$38.3M 0.01%
3,568,438
-1,033,113
973
$38.3M 0.01%
868,884
-18,846
974
$38.2M 0.01%
714,795
-55,607
975
$38.2M 0.01%
557,477
-14,871