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
1051
$32.3M 0.01%
1,387,846
-98,560
1052
$32.3M 0.01%
900,622
+92,026
1053
$32.3M 0.01%
478,453
+21,290
1054
$32.3M 0.01%
1,138,711
-9,092
1055
$32.2M 0.01%
851,204
+254,340
1056
$32.2M 0.01%
891,081
+194,523
1057
$32M 0.01%
663,929
+40,652
1058
$31.9M 0.01%
886,520
+614,318
1059
$31.8M 0.01%
2,121,584
-2,087,897
1060
$31.7M 0.01%
941,847
-43,781
1061
$31.6M 0.01%
902,296
-798,327
1062
$31.6M 0.01%
1,121,522
-216,499
1063
$31.5M 0.01%
2,207,205
-133,720
1064
$31.4M 0.01%
1,432,783
-47,861
1065
$31.3M 0.01%
1,093,279
-101,935
1066
$31.2M 0.01%
1,199,795
+99,961
1067
$31.2M 0.01%
698,321
-173,128
1068
$31.1M 0.01%
633,120
+59,198
1069
$30.9M 0.01%
476,873
+5,165
1070
$30.9M 0.01%
1,135,639
-6,449,266
1071
$30.8M 0.01%
1,092,698
+208,494
1072
$30.8M 0.01%
827,923
+121,163
1073
$30.8M 0.01%
1,219,976
+13,089
1074
$30.6M 0.01%
2,824,545
-633,771
1075
$30.6M 0.01%
2,476,580
-51,216