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
2851
$4.18M ﹤0.01%
67,804
+208
2852
$4.17M ﹤0.01%
174,951
-1,651
2853
$4.17M ﹤0.01%
123,630
-266,790
2854
$4.16M ﹤0.01%
51,234
+6,683
2855
$4.15M ﹤0.01%
514,681
+13,395
2856
$4.15M ﹤0.01%
381,150
-114,614
2857
$4.15M ﹤0.01%
94,323
-126,602
2858
$4.15M ﹤0.01%
57,338
+650
2859
$4.14M ﹤0.01%
48,918
-580
2860
$4.13M ﹤0.01%
30,113
+27,287
2861
$4.11M ﹤0.01%
25,180
-7,518
2862
$4.11M ﹤0.01%
92,028
-43,902
2863
$4.1M ﹤0.01%
83,339
+2,711
2864
$4.1M ﹤0.01%
103,393
+17,859
2865
$4.09M ﹤0.01%
321,455
-100,539
2866
$4.09M ﹤0.01%
131,738
+110,240
2867
$4.09M ﹤0.01%
644,537
-72,570
2868
$4.08M ﹤0.01%
134,670
-52,005
2869
$4.06M ﹤0.01%
209,426
-1,378
2870
$4.06M ﹤0.01%
122,987
+36,202
2871
$4.05M ﹤0.01%
165,780
-66,661
2872
$4.04M ﹤0.01%
354,897
-743,358
2873
$4.03M ﹤0.01%
67,511
-15,658
2874
$4.03M ﹤0.01%
112,772
-49,878
2875
$4.03M ﹤0.01%
236,748
+24,461