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
1326
$20.5M 0.01%
383,039
-103,153
1327
$20.5M 0.01%
990,750
-36,594
1328
$20.5M 0.01%
773,019
-216,769
1329
$20.5M 0.01%
749,473
+103,712
1330
$20.5M 0.01%
1,032,099
-196,321
1331
$20.5M 0.01%
346,308
-89,302
1332
$20.4M 0.01%
1,463,246
-2,544
1333
$20.4M 0.01%
754,110
+20,568
1334
$20.3M 0.01%
382,670
+263,789
1335
$20.3M 0.01%
3,544,131
-311,676
1336
$20.3M 0.01%
787,926
+43,000
1337
$20.3M 0.01%
576,275
+4,409
1338
$20.3M 0.01%
674,475
-150,662
1339
$20.2M 0.01%
780,057
+1,640
1340
$20.2M 0.01%
444,656
+6,675
1341
$20.2M 0.01%
358,714
+50,391
1342
$20.1M 0.01%
287,753
+201,369
1343
$20.1M 0.01%
2,632,236
+19,445
1344
$20.1M 0.01%
7,080
-320
1345
$20M 0.01%
862,203
+34,266
1346
$20M 0.01%
469,143
+17,326
1347
$19.9M 0.01%
3,151,099
+484,655
1348
$19.9M 0.01%
1,153,068
-658,473
1349
$19.8M 0.01%
412,143
-26,222
1350
$19.8M 0.01%
591,439
+386,247