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
1226
$23.9M 0.01%
896,909
-351,765
1227
$23.9M 0.01%
875,085
-141,624
1228
$23.8M 0.01%
1,720,165
-971,322
1229
$23.8M 0.01%
926,602
-101,627
1230
$23.7M 0.01%
1,163,058
+104,028
1231
$23.7M 0.01%
578,409
+65,899
1232
$23.5M 0.01%
8,498,768
+7,844
1233
$23.5M 0.01%
594,441
+37,179
1234
$23.5M 0.01%
206,369
+67,512
1235
$23.5M 0.01%
214,709
-216,316
1236
$23.4M 0.01%
1,463,311
-11,014
1237
$23.4M 0.01%
584,195
-198,358
1238
$23.4M 0.01%
374,551
+302,022
1239
$23.3M 0.01%
456,016
-15,265
1240
$23.3M 0.01%
1,659,640
-78,990
1241
$23.2M 0.01%
1,684,350
-188,469
1242
$23.2M 0.01%
360,035
-4,714
1243
$23.1M 0.01%
1,651,588
+180,530
1244
$23.1M 0.01%
1,109,134
+270,360
1245
$23.1M 0.01%
1,537,364
-141,526
1246
$23.1M 0.01%
709,119
+103,783
1247
$23.1M 0.01%
796,466
-978,657
1248
$23M 0.01%
713,379
+108,770
1249
$23M 0.01%
403,102
-259,579
1250
$23M 0.01%
376,153
-156,139