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
1601
$13.9M ﹤0.01%
858,719
+405,793
1602
$13.8M ﹤0.01%
2,121,551
-57,914
1603
$13.8M ﹤0.01%
340,771
-15,608
1604
$13.8M ﹤0.01%
480,571
+37,550
1605
$13.8M ﹤0.01%
375,228
-59,549
1606
$13.8M ﹤0.01%
68,236
+9,144
1607
$13.8M ﹤0.01%
312,477
+129,603
1608
$13.7M ﹤0.01%
1,585,451
-324,695
1609
$13.7M ﹤0.01%
689,822
-58,965
1610
$13.7M ﹤0.01%
348,491
-167,531
1611
$13.7M ﹤0.01%
314,686
+75,022
1612
$13.7M ﹤0.01%
237,273
-18,966
1613
$13.7M ﹤0.01%
226,388
+3,111
1614
$13.7M ﹤0.01%
1,023,971
-314,030
1615
$13.7M ﹤0.01%
320,773
+16,375
1616
$13.7M ﹤0.01%
998,079
-488,099
1617
$13.7M ﹤0.01%
457,562
-18,916
1618
$13.6M ﹤0.01%
150,997
+36,036
1619
$13.6M ﹤0.01%
480,117
-70,530
1620
$13.5M ﹤0.01%
688,757
+43,490
1621
$13.5M ﹤0.01%
931,594
+132,221
1622
$13.5M ﹤0.01%
266,938
+72,169
1623
$13.5M ﹤0.01%
637,581
+10,749
1624
$13.5M ﹤0.01%
564,901
-81,968
1625
$13.4M ﹤0.01%
521,420
+85,271