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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
2401
$7.52M ﹤0.01%
362,700
+49,638
2402
$7.52M ﹤0.01%
1,359,985
+393,628
2403
$7.52M ﹤0.01%
423,160
-5,000
2404
$7.48M ﹤0.01%
146,785
+22,857
2405
$7.47M ﹤0.01%
390,788
-33,482
2406
$7.46M ﹤0.01%
126,855
+62,839
2407
$7.42M ﹤0.01%
194,386
-3,693
2408
$7.42M ﹤0.01%
260,230
+98,666
2409
$7.4M ﹤0.01%
359,395
+236,180
2410
$7.39M ﹤0.01%
625,061
+63,071
2411
$7.39M ﹤0.01%
822,560
+40,513
2412
$7.38M ﹤0.01%
414,378
-457,389
2413
$7.37M ﹤0.01%
836,766
+56,716
2414
$7.34M ﹤0.01%
123,724
-10,341
2415
$7.33M ﹤0.01%
265,773
+17,333
2416
$7.32M ﹤0.01%
2,516,668
-763,506
2417
$7.28M ﹤0.01%
511,308
+34,565
2418
$7.27M ﹤0.01%
1,344,685
+77,736
2419
$7.26M ﹤0.01%
292,091
-2,166
2420
$7.26M ﹤0.01%
334,553
+59,555
2421
$7.25M ﹤0.01%
+258,554
2422
$7.21M ﹤0.01%
354,400
+24,984
2423
$7.21M ﹤0.01%
353,375
-449,642
2424
$7.17M ﹤0.01%
543,460
-4,905
2425
$7.17M ﹤0.01%
122,271
+66,917