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
1101
$29.3M 0.01%
668,572
-248,451
1102
$29.3M 0.01%
759,105
+16,483
1103
$29.3M 0.01%
599,908
+137,807
1104
$29.2M 0.01%
436,807
+60,812
1105
$29.2M 0.01%
427,281
-27,603
1106
$29M 0.01%
788,320
+87,814
1107
$28.9M 0.01%
534,774
-140,298
1108
$28.9M 0.01%
324,523
+20,781
1109
$28.9M 0.01%
358,393
+8,546
1110
$28.8M 0.01%
3,008,005
-246,812
1111
$28.7M 0.01%
766,707
-188,167
1112
$28.7M 0.01%
3,421,674
+346,016
1113
$28.6M 0.01%
1,095,446
+123,544
1114
$28.6M 0.01%
558,901
+63,583
1115
$28.5M 0.01%
1,836,172
+647,354
1116
$28.4M 0.01%
6,962,418
+214,362
1117
$28.4M 0.01%
927,620
+283,198
1118
$28.3M 0.01%
668,341
+133,907
1119
$28.3M 0.01%
601,314
+65,530
1120
$28.3M 0.01%
335,339
-48,820
1121
$28.3M 0.01%
889,591
+51,250
1122
$28.2M 0.01%
2,275,081
+245,657
1123
$28.1M 0.01%
2,434,498
-855,159
1124
$28.1M 0.01%
1,765,738
+328,574
1125
$28M 0.01%
1,244,410
+37,030