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
976
$38.1M 0.01%
321,773
-2,611
977
$38.1M 0.01%
4,658,220
+406,092
978
$38M 0.01%
676,232
-42,667
979
$38M 0.01%
3,126,273
+1,475,729
980
$38M 0.01%
1,632,238
+118,018
981
$37.7M 0.01%
573,941
-43,345
982
$37.5M 0.01%
7,894,344
+2,146,904
983
$37.5M 0.01%
398,237
+42,942
984
$37.5M 0.01%
285,039
+34,489
985
$37.5M 0.01%
2,091,643
-166,154
986
$37.3M 0.01%
310,029
+28,988
987
$37.3M 0.01%
278,023
-77,136
988
$37.3M 0.01%
349,334
+6,843
989
$37.2M 0.01%
1,217,310
-108,069
990
$37.1M 0.01%
919,321
+74,771
991
$37.1M 0.01%
410,204
+27,461
992
$37M 0.01%
923,454
-333,132
993
$36.9M 0.01%
1,156,961
-428,349
994
$36.8M 0.01%
531,007
-341,949
995
$36.8M 0.01%
1,281,859
+322,338
996
$36.7M 0.01%
1,419,343
+776,682
997
$36.7M 0.01%
643,732
-35,270
998
$36.6M 0.01%
1,100,213
-65,274
999
$36.5M 0.01%
3,495,826
-823,240
1000
$36.4M 0.01%
4,587,937
-1,482,116