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
2601
$5.68M ﹤0.01%
147,941
-460,081
2602
$5.67M ﹤0.01%
222,880
-107,933
2603
$5.67M ﹤0.01%
197,163
-1,907
2604
$5.65M ﹤0.01%
149,126
-63,996
2605
$5.65M ﹤0.01%
241,961
+15,266
2606
$5.65M ﹤0.01%
409,479
-21,045
2607
$5.64M ﹤0.01%
330,187
+121,935
2608
$5.64M ﹤0.01%
158,999
-38,353
2609
$5.63M ﹤0.01%
93,013
-21,421
2610
$5.63M ﹤0.01%
71,263
+56,760
2611
$5.62M ﹤0.01%
83,168
-18,486
2612
$5.62M ﹤0.01%
372,280
+109,450
2613
$5.6M ﹤0.01%
1,077,283
+514,733
2614
$5.6M ﹤0.01%
144,502
+22,605
2615
$5.6M ﹤0.01%
100,000
+9,473
2616
$5.58M ﹤0.01%
26,787
-7
2617
$5.58M ﹤0.01%
166,238
+171
2618
$5.57M ﹤0.01%
120,232
-22,088
2619
$5.57M ﹤0.01%
342,558
+11,283
2620
$5.56M ﹤0.01%
531,855
+211,114
2621
$5.56M ﹤0.01%
317,842
-34,081
2622
$5.55M ﹤0.01%
365,278
+17,145
2623
$5.55M ﹤0.01%
166,525
-1,418
2624
$5.53M ﹤0.01%
+117,945
2625
$5.53M ﹤0.01%
167,200
-32,980