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Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 25.25%
 

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
+25.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$612B
AUM Growth
+$14.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,782
New
Increased
Reduced
Closed

Top Sells

1 +$6.7B
2 +$1.37B
3 +$1.27B
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.07B
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$862M

Sector Composition

1 Technology 10.57%
2 Financials 8.55%
3 Healthcare 7.62%
4 Industrials 6.43%
5 Consumer Discretionary 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
$50.6M 0.01%
926,333
+24,643
1002
$50.6M 0.01%
140,138
-19,318
1003
$50.5M 0.01%
1,284,096
+147,419
1004
$50.5M 0.01%
1,038,842
+37,452
1005
$50.4M 0.01%
367,593
-7,015
1006
$50.2M 0.01%
1,502,514
+327,032
1007
$50M 0.01%
1,123,087
+288,528
1008
$50M 0.01%
1,579,465
-96,411
1009
$50M 0.01%
1,061,695
-219,015
1010
$49.9M 0.01%
639,607
+86,995
1011
$49.9M 0.01%
2,376,390
+150,130
1012
$49.8M 0.01%
923,313
-77,127
1013
$49.7M 0.01%
912,054
+14,978
1014
$49.6M 0.01%
1,359,271
-825,513
1015
$49.5M 0.01%
1,719,664
-327,651
1016
$49.5M 0.01%
1,566,779
+52,508
1017
$49.4M 0.01%
2,560,789
-610,511
1018
$49.4M 0.01%
622,837
+19,367
1019
$49.3M 0.01%
1,199,820
-93,907
1020
$49.3M 0.01%
1,290,252
-13,268
1021
$49.2M 0.01%
418,117
+50,410
1022
$49.2M 0.01%
215,033
-195,912
1023
$49.2M 0.01%
549,633
-42,533
1024
$49.1M 0.01%
395,274
+27,624
1025
$49.1M 0.01%
256,898
-4,496