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
2976
$3.42M ﹤0.01%
70,016
+52,845
2977
$3.41M ﹤0.01%
152,741
-383,199
2978
$3.4M ﹤0.01%
237,495
+62,540
2979
$3.4M ﹤0.01%
755,951
+22,845
2980
$3.39M ﹤0.01%
125,735
+33,777
2981
$3.39M ﹤0.01%
416,375
+50,699
2982
$3.38M ﹤0.01%
200,587
-1,498,964
2983
$3.38M ﹤0.01%
125,954
+7,410
2984
$3.38M ﹤0.01%
+18,797
2985
$3.38M ﹤0.01%
104,005
+27,160
2986
$3.37M ﹤0.01%
28,362
+856
2987
$3.37M ﹤0.01%
136,885
-39,369
2988
$3.36M ﹤0.01%
85,534
-2,784
2989
$3.36M ﹤0.01%
83,516
+1,080
2990
$3.35M ﹤0.01%
214,063
-9,480
2991
$3.35M ﹤0.01%
72,911
+13,847
2992
$3.35M ﹤0.01%
269,355
+74,915
2993
$3.34M ﹤0.01%
67,100
-77,158
2994
$3.34M ﹤0.01%
201,711
+65,178
2995
$3.34M ﹤0.01%
80,639
-5,679
2996
$3.34M ﹤0.01%
140,947
+73,519
2997
$3.33M ﹤0.01%
32,603
+2,085
2998
$3.33M ﹤0.01%
96,703
+33,255
2999
$3.32M ﹤0.01%
+161,021
3000
$3.32M ﹤0.01%
99,822
+6,443