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
2701
$4.98M ﹤0.01%
54,479
+24,828
2702
$4.98M ﹤0.01%
90,643
+690
2703
$4.98M ﹤0.01%
61,216
-1,991
2704
$4.98M ﹤0.01%
+200,000
2705
$4.97M ﹤0.01%
41,988
+1,836
2706
$4.97M ﹤0.01%
76,434
+429
2707
$4.96M ﹤0.01%
180,789
+38,989
2708
$4.95M ﹤0.01%
450,733
+59,938
2709
$4.95M ﹤0.01%
21,873
-759
2710
$4.95M ﹤0.01%
133,854
+323
2711
$4.93M ﹤0.01%
85,618
+1,563
2712
$4.92M ﹤0.01%
239,066
+69,553
2713
$4.92M ﹤0.01%
231,302
-38,215
2714
$4.91M ﹤0.01%
172,061
+21,116
2715
$4.91M ﹤0.01%
398,937
+11,961
2716
$4.91M ﹤0.01%
76,248
-2,351
2717
$4.88M ﹤0.01%
463,067
+8,634
2718
$4.88M ﹤0.01%
133,381
+28,506
2719
$4.87M ﹤0.01%
177,586
+6,960
2720
$4.87M ﹤0.01%
1,080,207
+225,114
2721
$4.87M ﹤0.01%
156,940
-72,740
2722
$4.87M ﹤0.01%
360,822
+288,080
2723
$4.86M ﹤0.01%
76,032
-16,873
2724
$4.85M ﹤0.01%
182,064
-133,146
2725
$4.83M ﹤0.01%
178,464
-22,055