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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
1751
$16.3M ﹤0.01%
680,710
-5,489
1752
$16.3M ﹤0.01%
324,828
-68,265
1753
$16.2M ﹤0.01%
132,845
-10,618
1754
$16.2M ﹤0.01%
593,926
+3,665
1755
$16.2M ﹤0.01%
14,352
-2,573
1756
$16.1M ﹤0.01%
246,692
-59,244
1757
$16.1M ﹤0.01%
764,862
-419,002
1758
$16.1M ﹤0.01%
218,558
-88,966
1759
$16.1M ﹤0.01%
512,689
+76,868
1760
$16.1M ﹤0.01%
408,831
+140,537
1761
$16.1M ﹤0.01%
414,143
-53,751
1762
$16M ﹤0.01%
288,379
+6,034
1763
$16M ﹤0.01%
153,195
+37,165
1764
$16M ﹤0.01%
1,432,200
-501,765
1765
$16M ﹤0.01%
387,168
-12,112
1766
$16M ﹤0.01%
977,478
+9,297
1767
$16M ﹤0.01%
2,131,603
+49,480
1768
$15.9M ﹤0.01%
192,372
+9,138
1769
$15.9M ﹤0.01%
433,696
-51,192
1770
$15.9M ﹤0.01%
825,600
-18,875
1771
$15.9M ﹤0.01%
614,131
-195,582
1772
$15.9M ﹤0.01%
32,789
+21,038
1773
$15.8M ﹤0.01%
+422,594
1774
$15.8M ﹤0.01%
1,147,313
+41,358
1775
$15.8M ﹤0.01%
568,197
-22