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
3026
$3.24M ﹤0.01%
31,222
+13,281
3027
$3.22M ﹤0.01%
136,265
+69,203
3028
$3.22M ﹤0.01%
78,190
-2,449
3029
$3.21M ﹤0.01%
122,001
-3,734
3030
$3.21M ﹤0.01%
103,157
3031
$3.2M ﹤0.01%
174,450
+3,800
3032
$3.19M ﹤0.01%
63,792
+5,543
3033
$3.19M ﹤0.01%
91,541
+20,531
3034
$3.19M ﹤0.01%
542,487
-9,416
3035
$3.19M ﹤0.01%
102,059
-12,032
3036
$3.17M ﹤0.01%
31,827
+13,201
3037
$3.17M ﹤0.01%
192,383
+106,240
3038
$3.17M ﹤0.01%
71,812
+46,812
3039
$3.16M ﹤0.01%
148,794
-24,463
3040
$3.15M ﹤0.01%
131,253
-1,551
3041
$3.15M ﹤0.01%
29,869
+2,101
3042
$3.15M ﹤0.01%
72,696
+26,356
3043
$3.15M ﹤0.01%
242,411
+58,071
3044
$3.15M ﹤0.01%
319,501
+28,638
3045
$3.15M ﹤0.01%
260,990
-8,365
3046
$3.14M ﹤0.01%
103,148
-49,386
3047
$3.14M ﹤0.01%
207,898
+44,455
3048
$3.14M ﹤0.01%
187,756
+62,724
3049
$3.13M ﹤0.01%
55,485
-16,157
3050
$3.12M ﹤0.01%
62,180
+42,949