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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
2126
$10.5M ﹤0.01%
476,017
-765
2127
$10.5M ﹤0.01%
116,959
-72,523
2128
$10.5M ﹤0.01%
73,308
+14,103
2129
$10.5M ﹤0.01%
755,287
-34,879
2130
$10.5M ﹤0.01%
540,985
+363,044
2131
$10.5M ﹤0.01%
331,614
-88,863
2132
$10.5M ﹤0.01%
527,874
-430,288
2133
$10.5M ﹤0.01%
690,969
-134,667
2134
$10.5M ﹤0.01%
1,994,625
+1,524,917
2135
$10.4M ﹤0.01%
533,698
-58,791
2136
$10.4M ﹤0.01%
400,000
2137
$10.4M ﹤0.01%
569,134
+25,333
2138
$10.4M ﹤0.01%
435,505
+58,424
2139
$10.4M ﹤0.01%
232,186
+2,330
2140
$10.3M ﹤0.01%
129,699
-123,680
2141
$10.3M ﹤0.01%
339,791
-16,314
2142
$10.3M ﹤0.01%
427,902
+8,348
2143
$10.3M ﹤0.01%
996,805
+134,720
2144
$10.2M ﹤0.01%
121,902
-48,696
2145
$10.2M ﹤0.01%
348,027
+136,887
2146
$10.2M ﹤0.01%
958,110
-1,501,884
2147
$10.2M ﹤0.01%
241,615
+12,294
2148
$10.2M ﹤0.01%
417,621
+84,372
2149
$10.2M ﹤0.01%
614,749
-20,078
2150
$10.2M ﹤0.01%
160,367
+30,903