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
2626
$5.51M ﹤0.01%
238,976
+144,387
2627
$5.51M ﹤0.01%
60,599
-7,371
2628
$5.51M ﹤0.01%
217,013
+3,008
2629
$5.51M ﹤0.01%
197,566
-2,590
2630
$5.5M ﹤0.01%
85,598
-11,336
2631
$5.5M ﹤0.01%
625,126
+28,599
2632
$5.49M ﹤0.01%
66,643
-15,291
2633
$5.49M ﹤0.01%
211,676
+11,127
2634
$5.49M ﹤0.01%
458,781
-19,252
2635
$5.49M ﹤0.01%
166,552
-52,598
2636
$5.48M ﹤0.01%
185,537
+15,989
2637
$5.47M ﹤0.01%
106,832
+50,478
2638
$5.44M ﹤0.01%
58,228
-909,772
2639
$5.44M ﹤0.01%
333,230
-11,329
2640
$5.44M ﹤0.01%
205,445
-35,514
2641
$5.42M ﹤0.01%
442,986
+26,228
2642
$5.41M ﹤0.01%
+258,482
2643
$5.4M ﹤0.01%
73,789
+8,443
2644
$5.39M ﹤0.01%
55,506
-2,256
2645
$5.38M ﹤0.01%
82,537
+22,754
2646
$5.38M ﹤0.01%
247,812
-164,565
2647
$5.38M ﹤0.01%
78,518
+14,435
2648
$5.38M ﹤0.01%
161,032
+91,852
2649
$5.37M ﹤0.01%
135,689
+28,089
2650
$5.35M ﹤0.01%
249,488
+88,467