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
2926
$3.64M ﹤0.01%
56,762
-27,112
2927
$3.64M ﹤0.01%
207,645
-470,332
2928
$3.64M ﹤0.01%
84,649
-4,039
2929
$3.63M ﹤0.01%
177,016
+7,632
2930
$3.63M ﹤0.01%
259,063
-53,456
2931
$3.63M ﹤0.01%
66,084
+2,683
2932
$3.62M ﹤0.01%
81,445
+48,295
2933
$3.62M ﹤0.01%
58,032
-15,640
2934
$3.62M ﹤0.01%
189,936
+6,040
2935
$3.61M ﹤0.01%
105,362
+4,346
2936
$3.61M ﹤0.01%
233,816
-3,171
2937
$3.6M ﹤0.01%
241,068
+240,005
2938
$3.6M ﹤0.01%
1,557,887
-642,048
2939
$3.59M ﹤0.01%
225,844
-22,622
2940
$3.58M ﹤0.01%
46,386
-12,969
2941
$3.58M ﹤0.01%
85,652
-8,993
2942
$3.58M ﹤0.01%
189,450
-65,831
2943
$3.57M ﹤0.01%
404,016
+331,657
2944
$3.57M ﹤0.01%
23,671
-8,527
2945
$3.57M ﹤0.01%
272,021
+2,112
2946
$3.56M ﹤0.01%
126,036
+31,322
2947
$3.55M ﹤0.01%
127,412
+4,517
2948
$3.54M ﹤0.01%
253,613
-4,229
2949
$3.53M ﹤0.01%
270,391
+11,982
2950
$3.53M ﹤0.01%
46,717
-65,753