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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
1601
$20.2M ﹤0.01%
823,924
+23,590
1602
$20.2M ﹤0.01%
526,301
-16,791
1603
$20.2M ﹤0.01%
693,905
-290,842
1604
$20.2M ﹤0.01%
631,838
+397,402
1605
$20.1M ﹤0.01%
2,102,658
-491,465
1606
$20.1M ﹤0.01%
663,293
+78,937
1607
$20M ﹤0.01%
394,570
-488,961
1608
$20M ﹤0.01%
1,982,473
+3,898
1609
$20M ﹤0.01%
394,295
-3,413
1610
$20M ﹤0.01%
18,064
+13,064
1611
$19.9M ﹤0.01%
1,478,861
-262,884
1612
$19.9M ﹤0.01%
737,658
+111,360
1613
$19.9M ﹤0.01%
725,979
-104,688
1614
$19.9M ﹤0.01%
257,515
+16,750
1615
$19.8M ﹤0.01%
1,339,420
-20,908
1616
$19.8M ﹤0.01%
949,161
-26,169
1617
$19.8M ﹤0.01%
994,913
-138,602
1618
$19.7M ﹤0.01%
170,182
-4,865
1619
$19.7M ﹤0.01%
938,013
+24,774
1620
$19.7M ﹤0.01%
777,525
-34,611
1621
$19.6M ﹤0.01%
1,238,625
-26,111
1622
$19.6M ﹤0.01%
791,835
+139,763
1623
$19.6M ﹤0.01%
358,623
+6,345
1624
$19.5M ﹤0.01%
731,188
+162,215
1625
$19.5M ﹤0.01%
513,700
+91,746