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
1201
$24.9M 0.01%
633,396
-85,990
1202
$24.9M 0.01%
1,152,084
-2,249,720
1203
$24.9M 0.01%
1,209,323
-464,790
1204
$24.9M 0.01%
857,552
-81,112
1205
$24.8M 0.01%
583,272
-261,509
1206
$24.7M 0.01%
147,160
+12,384
1207
$24.6M 0.01%
649,664
+97,678
1208
$24.6M 0.01%
673,546
-516,716
1209
$24.5M 0.01%
681,750
+27,695
1210
$24.4M 0.01%
805,424
-1,772,367
1211
$24.4M 0.01%
526,334
-627,188
1212
$24.3M 0.01%
677,495
+121,026
1213
$24.3M 0.01%
538,451
+274,090
1214
$24.3M 0.01%
6,506,922
+2,330,861
1215
$24.3M 0.01%
594,664
-124,885
1216
$24.2M 0.01%
560,199
-29,104
1217
$24.1M 0.01%
344,631
-54,864
1218
$24.1M 0.01%
730,824
-194,942
1219
$24M 0.01%
514,472
-111,275
1220
$24M 0.01%
331,666
+57,657
1221
$24M 0.01%
1,320,534
+819,426
1222
$24M 0.01%
1,287,524
+105,878
1223
$23.9M 0.01%
822,761
-2,648
1224
$23.9M 0.01%
819,476
-59,502
1225
$23.9M 0.01%
514,120
+76,244