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
3001
$3.37M ﹤0.01%
169,312
+4,173
3002
$3.36M ﹤0.01%
58,776
+2,500
3003
$3.35M ﹤0.01%
270,581
-1,440
3004
$3.35M ﹤0.01%
97,972
-4,166
3005
$3.35M ﹤0.01%
597,666
+495,962
3006
$3.35M ﹤0.01%
186,906
-123,560
3007
$3.34M ﹤0.01%
127,242
-2,172
3008
$3.34M ﹤0.01%
142,647
+120,776
3009
$3.33M ﹤0.01%
84,734
+1,274
3010
$3.31M ﹤0.01%
103,193
-13,882
3011
$3.31M ﹤0.01%
227,310
+10,056
3012
$3.31M ﹤0.01%
233,764
-25,299
3013
$3.29M ﹤0.01%
863,152
+79,592
3014
$3.29M ﹤0.01%
95,266
+65,014
3015
$3.28M ﹤0.01%
138,464
+128,665
3016
$3.27M ﹤0.01%
145,101
+24,951
3017
$3.27M ﹤0.01%
73,644
+29,045
3018
$3.26M ﹤0.01%
282,755
+5,030
3019
$3.26M ﹤0.01%
179,201
-10,776
3020
$3.26M ﹤0.01%
159,722
+1,000
3021
$3.25M ﹤0.01%
56,292
+38,768
3022
$3.25M ﹤0.01%
259,229
+22,186
3023
$3.25M ﹤0.01%
57,448
+2,522
3024
$3.25M ﹤0.01%
237,730
+11,886
3025
$3.24M ﹤0.01%
+119,102