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
$594B
AUM Growth
+$36.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,888
New
Increased
Reduced
Closed

Sector Composition

1 Technology 9.97%
2 Financials 8.51%
3 Healthcare 7.76%
4 Industrials 7.14%
5 Consumer Discretionary 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2576
$5.89M ﹤0.01%
234,020
-61,305
2577
$5.89M ﹤0.01%
260,680
-1,146
2578
$5.88M ﹤0.01%
221,540
+3,467
2579
$5.87M ﹤0.01%
173,470
-4,681
2580
$5.87M ﹤0.01%
185,195
+15,750
2581
$5.87M ﹤0.01%
346,679
-136,409
2582
$5.86M ﹤0.01%
516,937
+110,110
2583
$5.86M ﹤0.01%
247,053
+216,335
2584
$5.86M ﹤0.01%
5,665
-2,303
2585
$5.85M ﹤0.01%
257,927
+125,733
2586
$5.84M ﹤0.01%
235,535
+206,002
2587
$5.83M ﹤0.01%
420,449
+136,728
2588
$5.83M ﹤0.01%
246,375
+13,455
2589
$5.82M ﹤0.01%
146,365
-834,618
2590
$5.79M ﹤0.01%
267,481
-36
2591
$5.74M ﹤0.01%
570,256
-142,464
2592
$5.74M ﹤0.01%
184,222
+42,982
2593
$5.73M ﹤0.01%
243,653
-43,462
2594
$5.72M ﹤0.01%
498,019
+2,510
2595
$5.72M ﹤0.01%
256,155
+75,864
2596
$5.72M ﹤0.01%
209,949
+1,670
2597
$5.71M ﹤0.01%
247,569
-83,379
2598
$5.71M ﹤0.01%
2,481,157
-678,623
2599
$5.71M ﹤0.01%
247,218
-9,992
2600
$5.69M ﹤0.01%
151,759
+975