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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
1126
$41M 0.01%
309,458
-142,793
1127
$40.9M 0.01%
346,837
-3,892
1128
$40.9M 0.01%
705,815
+79,178
1129
$40.8M 0.01%
1,055,869
+100,876
1130
$40.8M 0.01%
763,212
-69,023
1131
$40.7M 0.01%
199,024
+25,284
1132
$40.6M 0.01%
241,550
+21,984
1133
$40.6M 0.01%
1,474,981
+16,562
1134
$40.4M 0.01%
976,380
-472,708
1135
$40.4M 0.01%
1,612,637
-483,966
1136
$40.3M 0.01%
787,186
+2,932
1137
$40.3M 0.01%
421,795
+51,957
1138
$40.2M 0.01%
958,116
-2,431
1139
$40.2M 0.01%
2,626,556
-281,330
1140
$40.2M 0.01%
628,807
-295,531
1141
$40.1M 0.01%
517,787
-441,654
1142
$40M 0.01%
1,508,326
+66,284
1143
$39.7M 0.01%
796,461
+260,286
1144
$39.6M 0.01%
469,287
-46,440
1145
$39.6M 0.01%
1,872,858
+187,125
1146
$39.6M 0.01%
1,064,945
+142,404
1147
$39.6M 0.01%
1,047,622
+13,097
1148
$39.5M 0.01%
+3,664,488
1149
$39.4M 0.01%
1,868,936
+991,261
1150
$39.4M 0.01%
2,704,887
-277,117