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
1026
$34.5M 0.01%
504,725
+103,455
1027
$34.4M 0.01%
65,028
-7,523
1028
$34.3M 0.01%
580,090
+142,732
1029
$34.1M 0.01%
875,557
-143,728
1030
$34M 0.01%
980,778
-70,749
1031
$33.7M 0.01%
1,966,279
-624,117
1032
$33.5M 0.01%
807,462
-35,723
1033
$33.4M 0.01%
1,049,372
+97,037
1034
$33.3M 0.01%
846,637
-40,248
1035
$33.3M 0.01%
381,031
-6,073
1036
$33.3M 0.01%
1,805,195
-331,307
1037
$33.1M 0.01%
1,750,278
+214,216
1038
$33M 0.01%
631,605
-272,676
1039
$33M 0.01%
846,370
-13,750
1040
$32.9M 0.01%
1,380,979
-321,734
1041
$32.9M 0.01%
1,113,133
-35,685
1042
$32.9M 0.01%
574,745
-68,972
1043
$32.8M 0.01%
485,481
-54,926
1044
$32.7M 0.01%
676,816
+53,081
1045
$32.6M 0.01%
287,885
+4,246
1046
$32.6M 0.01%
19,834
+9,583
1047
$32.5M 0.01%
955,574
-649,347
1048
$32.5M 0.01%
642,516
+43,295
1049
$32.4M 0.01%
1,998,802
-375,310
1050
$32.4M 0.01%
76,071
+6,204