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
2976
$3.52M ﹤0.01%
31,653
-151,856
2977
$3.52M ﹤0.01%
73,556
-44,260
2978
$3.52M ﹤0.01%
57,162
-633
2979
$3.51M ﹤0.01%
350,167
-6,750
2980
$3.51M ﹤0.01%
385,300
+286,291
2981
$3.5M ﹤0.01%
218,778
+4,459
2982
$3.5M ﹤0.01%
102,566
-1,816
2983
$3.49M ﹤0.01%
87,630
+20,996
2984
$3.48M ﹤0.01%
165,820
-62,363
2985
$3.48M ﹤0.01%
105,101
-4,634
2986
$3.48M ﹤0.01%
168,932
-5,704
2987
$3.46M ﹤0.01%
31,772
-10,090
2988
$3.46M ﹤0.01%
74,410
-8,321
2989
$3.45M ﹤0.01%
55,552
-2,480
2990
$3.45M ﹤0.01%
100,064
+64,303
2991
$3.43M ﹤0.01%
99,946
+34,548
2992
$3.43M ﹤0.01%
221,773
-9,133
2993
$3.42M ﹤0.01%
474,183
-86,056
2994
$3.41M ﹤0.01%
119,517
-1,815
2995
$3.4M ﹤0.01%
380,245
-215,280
2996
$3.4M ﹤0.01%
27,611
-751
2997
$3.4M ﹤0.01%
141,378
+81,663
2998
$3.39M ﹤0.01%
169,174
+58,274
2999
$3.38M ﹤0.01%
86,470
+78,927
3000
$3.37M ﹤0.01%
69,403
-613