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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
2076
$11.1M ﹤0.01%
236,210
+9,381
2077
$11.1M ﹤0.01%
216,280
+39,554
2078
$11M ﹤0.01%
471,202
-44,197
2079
$11M ﹤0.01%
104,869
+3,386
2080
$11M ﹤0.01%
133,968
+5,210
2081
$11M ﹤0.01%
485,463
+6,564
2082
$11M ﹤0.01%
652,047
+14,770
2083
$11M ﹤0.01%
376,715
+19,405
2084
$11M ﹤0.01%
132,666
-3,998
2085
$11M ﹤0.01%
115,476
-50,885
2086
$11M ﹤0.01%
850,168
+106,531
2087
$11M ﹤0.01%
224,009
-51,247
2088
$10.9M ﹤0.01%
117,488
-23,651
2089
$10.9M ﹤0.01%
205,338
-123,046
2090
$10.9M ﹤0.01%
487,823
-30,934
2091
$10.9M ﹤0.01%
348,069
-67,279
2092
$10.9M ﹤0.01%
536,665
-40,617
2093
$10.9M ﹤0.01%
151,912
+24,186
2094
$10.9M ﹤0.01%
203,174
+47,645
2095
$10.9M ﹤0.01%
259,525
+8,897
2096
$10.8M ﹤0.01%
244,130
-23,430
2097
$10.8M ﹤0.01%
307,490
-73,988
2098
$10.8M ﹤0.01%
164,700
-6,860
2099
$10.8M ﹤0.01%
+5,230
2100
$10.8M ﹤0.01%
477,453
+200,876