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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
1301
$29.8M ﹤0.01%
666,295
-120,264
1302
$29.8M ﹤0.01%
737,264
+20,721
1303
$29.7M ﹤0.01%
876,677
+99,098
1304
$29.5M ﹤0.01%
641,854
-16,837
1305
$29.4M ﹤0.01%
369,368
+77,528
1306
$29.4M ﹤0.01%
231,182
-36,031
1307
$29.3M ﹤0.01%
1,000,813
-742,898
1308
$29.2M ﹤0.01%
125,441
+4,507
1309
$29.2M ﹤0.01%
292,106
-59,685
1310
$29.2M ﹤0.01%
1,352,759
+202,873
1311
$29.2M ﹤0.01%
180,912
+94,492
1312
$29.1M ﹤0.01%
1,098,709
-71,811
1313
$29M ﹤0.01%
674,981
-139,860
1314
$29M ﹤0.01%
28,380
+1,854
1315
$29M ﹤0.01%
327,268
-26,720
1316
$28.9M ﹤0.01%
456,581
+163,446
1317
$28.9M ﹤0.01%
71,643
+57,901
1318
$28.9M ﹤0.01%
681,227
-1,332,906
1319
$28.8M ﹤0.01%
1,833,475
+82,135
1320
$28.8M ﹤0.01%
1,506,871
-290,372
1321
$28.7M ﹤0.01%
439,392
-75,886
1322
$28.7M ﹤0.01%
380,539
+42,782
1323
$28.6M ﹤0.01%
598,171
+186,119
1324
$28.5M ﹤0.01%
+958,860
1325
$28.5M ﹤0.01%
257,375
-139,994