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
1176
$25.9M 0.01%
738,850
-650,171
1177
$25.9M 0.01%
292,457
-989
1178
$25.7M 0.01%
251,530
+3,109
1179
$25.7M 0.01%
603,552
-88,226
1180
$25.6M 0.01%
1,004,057
-180,474
1181
$25.6M 0.01%
515,839
-39,605
1182
$25.5M 0.01%
266,363
-8,216
1183
$25.5M 0.01%
986,756
+482,160
1184
$25.5M 0.01%
283,248
-20,337
1185
$25.5M 0.01%
3,823,097
+597,205
1186
$25.4M 0.01%
536,328
+101,786
1187
$25.4M 0.01%
277,565
-267,532
1188
$25.3M 0.01%
4,967,240
-948,007
1189
$25.3M 0.01%
445,721
-149,412
1190
$25.2M 0.01%
594,457
+13,695
1191
$25.2M 0.01%
1,044,126
+655,516
1192
$25.2M 0.01%
388,656
-280,337
1193
$25.2M 0.01%
1,743,097
-79,150
1194
$25.2M 0.01%
805,922
-34,224
1195
$25.1M 0.01%
1,083,924
-173,346
1196
$25.1M 0.01%
553,936
-169,137
1197
$25.1M 0.01%
294,183
+103,728
1198
$25.1M 0.01%
993,616
-144,191
1199
$25M 0.01%
510,982
+58,067
1200
$24.9M 0.01%
598,430
+90,956