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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
1101
$42.5M 0.01%
1,334,811
-855,335
1102
$42.5M 0.01%
1,099,110
-127,223
1103
$42.5M 0.01%
7,645,622
+564,766
1104
$42.3M 0.01%
351,696
-5,799
1105
$42.2M 0.01%
1,002,680
-199,232
1106
$42.2M 0.01%
816,496
-315,176
1107
$42.2M 0.01%
606,755
+9,364
1108
$42.2M 0.01%
939,838
+80,374
1109
$42M 0.01%
1,132,643
-65,569
1110
$41.9M 0.01%
2,642,499
+961,915
1111
$41.8M 0.01%
1,393,860
+195,870
1112
$41.8M 0.01%
2,364,681
-156,384
1113
$41.6M 0.01%
1,378,821
-13,486
1114
$41.6M 0.01%
319,185
-123,365
1115
$41.6M 0.01%
922,097
-72,573
1116
$41.5M 0.01%
445,710
+15,317
1117
$41.5M 0.01%
2,154,936
+4,743
1118
$41.4M 0.01%
1,204,347
+128,099
1119
$41.4M 0.01%
1,961,958
+26,141
1120
$41.3M 0.01%
707,294
+39,695
1121
$41.3M 0.01%
456,435
-43,075
1122
$41.3M 0.01%
1,313,236
-164,746
1123
$41.1M 0.01%
224,601
-56,141
1124
$41.1M 0.01%
731,280
-44,356
1125
$41.1M 0.01%
1,266,519
+565,054