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
1526
$15.7M ﹤0.01%
677,247
+472,680
1527
$15.7M ﹤0.01%
561,670
+151,558
1528
$15.7M ﹤0.01%
326,121
+15,567
1529
$15.7M ﹤0.01%
854,515
+141,224
1530
$15.6M ﹤0.01%
479,825
-91,514
1531
$15.6M ﹤0.01%
14,301
+173
1532
$15.6M ﹤0.01%
259,682
+435
1533
$15.6M ﹤0.01%
641,779
-292,792
1534
$15.6M ﹤0.01%
325,944
-43,754
1535
$15.4M ﹤0.01%
299,742
+33,481
1536
$15.4M ﹤0.01%
204,331
-132,143
1537
$15.4M ﹤0.01%
633,344
-35,700
1538
$15.3M ﹤0.01%
1,493,274
+425,110
1539
$15.3M ﹤0.01%
885,579
+64,583
1540
$15.3M ﹤0.01%
708,549
-727,378
1541
$15.3M ﹤0.01%
728,231
-19,891
1542
$15.3M ﹤0.01%
201,781
+35,602
1543
$15.3M ﹤0.01%
1,020,964
+250,682
1544
$15.2M ﹤0.01%
1,443,986
+198,792
1545
$15.2M ﹤0.01%
355,967
+21,083
1546
$15.2M ﹤0.01%
1,437,129
-59,223
1547
$15.1M ﹤0.01%
454,143
+135,750
1548
$15.1M ﹤0.01%
572,785
-219,388
1549
$15.1M ﹤0.01%
526,622
+60,208
1550
$15.1M ﹤0.01%
613,626
+204,836