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
1301
$21.2M 0.01%
1,161,672
+41,679
1302
$21.2M 0.01%
938,270
+55,335
1303
$21.2M 0.01%
677,143
+13,834
1304
$21.2M 0.01%
1,274,326
+154,956
1305
$21.1M 0.01%
355,105
-74,708
1306
$21.1M 0.01%
1,178,568
-217,084
1307
$21.1M 0.01%
351,070
+98,024
1308
$21M 0.01%
457,232
-13,579
1309
$21M 0.01%
133,978
+28,032
1310
$21M 0.01%
163,057
+22,776
1311
$21M 0.01%
594,063
-47,969
1312
$21M 0.01%
711,401
+3,670
1313
$20.9M 0.01%
420,848
-14,981
1314
$20.9M 0.01%
1,655,765
+387,011
1315
$20.8M 0.01%
742,283
+70,851
1316
$20.8M 0.01%
430,622
-12,916
1317
$20.7M 0.01%
981,675
+216,895
1318
$20.7M 0.01%
455,938
-261,447
1319
$20.7M 0.01%
1,061,026
+499,282
1320
$20.6M 0.01%
662,010
+91,476
1321
$20.6M 0.01%
312,797
+59,384
1322
$20.6M 0.01%
916,360
+17,300
1323
$20.6M 0.01%
2,788,821
-1,458,856
1324
$20.6M 0.01%
1,533,459
-72,035
1325
$20.5M 0.01%
437,254
+144,834