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
3051
$3.12M ﹤0.01%
196,974
+133,077
3052
$3.11M ﹤0.01%
42,832
-24,268
3053
$3.11M ﹤0.01%
38,344
+9,546
3054
$3.11M ﹤0.01%
61,850
+5,054
3055
$3.08M ﹤0.01%
106,706
+49,313
3056
$3.08M ﹤0.01%
117,397
+24,073
3057
$3.08M ﹤0.01%
82,049
-46,318
3058
$3.08M ﹤0.01%
29,512
-3,091
3059
$3.07M ﹤0.01%
138,087
-17,345
3060
$3.07M ﹤0.01%
60,055
+23,557
3061
$3.07M ﹤0.01%
172,546
-4,470
3062
$3.07M ﹤0.01%
286,926
-548,216
3063
$3.07M ﹤0.01%
94,234
-5,588
3064
$3.07M ﹤0.01%
32,511
-1,365
3065
$3.06M ﹤0.01%
59,357
-1,317
3066
$3.06M ﹤0.01%
45,493
+317
3067
$3.05M ﹤0.01%
69,163
-39,261
3068
$3.05M ﹤0.01%
386,145
+43,628
3069
$3.05M ﹤0.01%
237,439
-8,921
3070
$3.05M ﹤0.01%
196,043
+146,278
3071
$3.04M ﹤0.01%
168,113
+40,799
3072
$3.04M ﹤0.01%
82,539
-3,934
3073
$3.03M ﹤0.01%
67,336
+5,253
3074
$3.03M ﹤0.01%
89,359
+29,907
3075
$3.02M ﹤0.01%
38,976
-15,726