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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
1376
$26.9M ﹤0.01%
471,587
-141,671
1377
$26.9M ﹤0.01%
508,041
-50,754
1378
$26.9M ﹤0.01%
1,209,162
-107,845
1379
$26.7M ﹤0.01%
2,398,871
+102,214
1380
$26.7M ﹤0.01%
1,164,714
-1,566,744
1381
$26.7M ﹤0.01%
434,782
-7,527
1382
$26.7M ﹤0.01%
739,028
+30,779
1383
$26.7M ﹤0.01%
545,168
-277,348
1384
$26.6M ﹤0.01%
1,827,553
-66,206
1385
$26.6M ﹤0.01%
2,971,660
+1,320,650
1386
$26.5M ﹤0.01%
664,257
-56,886
1387
$26.4M ﹤0.01%
436,280
-119,907
1388
$26.4M ﹤0.01%
547,752
-62,587
1389
$26.4M ﹤0.01%
447,715
+28,400
1390
$26.3M ﹤0.01%
577,294
+27,007
1391
$26.3M ﹤0.01%
1,318,059
+217,339
1392
$26.3M ﹤0.01%
357,593
+45,680
1393
$26.3M ﹤0.01%
919,764
+45,983
1394
$26.3M ﹤0.01%
1,268,855
-40,444
1395
$26.2M ﹤0.01%
845,112
+210,238
1396
$26.2M ﹤0.01%
379,098
-67,112
1397
$26.2M ﹤0.01%
1,560,566
+125,769
1398
$26.1M ﹤0.01%
1,105,409
+433,414
1399
$26.1M ﹤0.01%
283,213
-95,357
1400
$26.1M ﹤0.01%
2,179,194
-1,132,500