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
$557B
AUM Growth
+$25.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,819
New
Increased
Reduced
Closed

Top Sells

1 +$759M
2 +$656M
3 +$604M
4
PM icon
Philip Morris
PM
+$535M
5
PAYX icon
Paychex
PAYX
+$501M

Sector Composition

1 Technology 10.08%
2 Financials 8.59%
3 Healthcare 7.1%
4 Industrials 7.07%
5 Consumer Discretionary 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2876
$3.95M ﹤0.01%
265,804
-13,576
2877
$3.95M ﹤0.01%
56,688
+3,506
2878
$3.95M ﹤0.01%
80,697
-2,412
2879
$3.95M ﹤0.01%
179,949
+27,174
2880
$3.93M ﹤0.01%
402,778
+290,211
2881
$3.92M ﹤0.01%
21,041
-3,588
2882
$3.91M ﹤0.01%
131,916
+40,477
2883
$3.91M ﹤0.01%
491,497
-64,690
2884
$3.9M ﹤0.01%
169,513
-23,627
2885
$3.9M ﹤0.01%
117,826
-3,931
2886
$3.9M ﹤0.01%
233,213
+128,558
2887
$3.89M ﹤0.01%
160,643
+14,768
2888
$3.88M ﹤0.01%
283,721
-10,555
2889
$3.88M ﹤0.01%
72,605
-11,039
2890
$3.88M ﹤0.01%
118,325
-75
2891
$3.87M ﹤0.01%
80,280
-1,186
2892
$3.87M ﹤0.01%
195,531
+11,688
2893
$3.86M ﹤0.01%
98,326
+10,957
2894
$3.86M ﹤0.01%
237,965
-57,603
2895
$3.85M ﹤0.01%
196,881
-1,461,941
2896
$3.84M ﹤0.01%
141,800
+84,610
2897
$3.84M ﹤0.01%
100,700
+18,426
2898
$3.84M ﹤0.01%
69,490
-19,654
2899
$3.83M ﹤0.01%
115,875
-93,365
2900
$3.83M ﹤0.01%
101,934
-71,536