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
1001
$36.3M 0.01%
1,674,219
+189,294
1002
$36.1M 0.01%
548,757
-5,409
1003
$36.1M 0.01%
808,026
+82,071
1004
$36M 0.01%
1,548,041
+466,591
1005
$36M 0.01%
1,559,435
+530,042
1006
$35.8M 0.01%
1,012,500
-2,080,060
1007
$35.7M 0.01%
1,934,046
+145,452
1008
$35.6M 0.01%
2,775,478
-1,703
1009
$35.3M 0.01%
1,708,733
+934,381
1010
$35.3M 0.01%
1,680,834
+730,462
1011
$35.3M 0.01%
1,875,038
+584,691
1012
$35.3M 0.01%
764,891
-247,458
1013
$35.2M 0.01%
508,997
+174,645
1014
$35.2M 0.01%
+348,401
1015
$35.1M 0.01%
234,268
+1,076
1016
$35.1M 0.01%
2,912,269
-339,488
1017
$35M 0.01%
554,581
-84,948
1018
$35M 0.01%
688,176
-89,871
1019
$35M 0.01%
1,334,906
-73,204
1020
$35M 0.01%
1,322,514
+347,252
1021
$34.8M 0.01%
343,487
+51,691
1022
$34.7M 0.01%
1,284,052
-54,135
1023
$34.7M 0.01%
483,780
-120,834
1024
$34.6M 0.01%
1,339,064
+55,308
1025
$34.5M 0.01%
4,914,574
-875,126