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
$545B
AUM Growth
-$29.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,635
New
Increased
Reduced
Closed

Top Sells

1 +$10.1B
2 +$1.66B
3 +$1.18B
4
MO icon
Altria Group
MO
+$1.15B
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$1.11B

Sector Composition

1 Technology 9.55%
2 Financials 8.96%
3 Industrials 7.24%
4 Healthcare 7.08%
5 Consumer Staples 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$858M 0.16%
20,926,071
+6,640,363
152
$847M 0.16%
15,800,893
-3,224,334
153
$845M 0.16%
5,585,215
-119,318
154
$841M 0.15%
5,755,415
+339,956
155
$815M 0.15%
16,929,234
+318,698
156
$810M 0.15%
5,616,998
-469,422
157
$810M 0.15%
6,035,603
-578,245
158
$808M 0.15%
21,144,816
+607,060
159
$799M 0.15%
24,984,890
-1,360,616
160
$797M 0.15%
16,688,162
+2,546,849
161
$790M 0.15%
7,130,523
+1,634,856
162
$784M 0.14%
7,893,194
-1,569,862
163
$782M 0.14%
10,721,573
-216,192
164
$766M 0.14%
6,706,868
+525,942
165
$763M 0.14%
12,862,518
-5,975,520
166
$759M 0.14%
156,944,480
-14,788,600
167
$753M 0.14%
2,180,582
+88,183
168
$752M 0.14%
13,089,714
-1,714,518
169
$748M 0.14%
7,399,132
+58,397
170
$745M 0.14%
28,279,368
+967,400
171
$732M 0.13%
12,333,001
+1,861,788
172
$716M 0.13%
27,017,478
-10,188,425
173
$714M 0.13%
13,607,562
-2,905,156
174
$706M 0.13%
56,543,935
-4,107,440
175
$700M 0.13%
18,445,028
+701,585