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
3101
$2.93M ﹤0.01%
226,504
-16,161
3102
$2.93M ﹤0.01%
101,636
-27,245
3103
$2.93M ﹤0.01%
180,358
-10,642
3104
$2.93M ﹤0.01%
26,250
+17,770
3105
$2.92M ﹤0.01%
197,007
-64,492
3106
$2.92M ﹤0.01%
44,955
+16,109
3107
$2.92M ﹤0.01%
244,969
-16,280
3108
$2.91M ﹤0.01%
55,004
+2,971
3109
$2.91M ﹤0.01%
234,454
+20,180
3110
$2.9M ﹤0.01%
225,629
+9,974
3111
$2.9M ﹤0.01%
46,550
+2,461
3112
$2.9M ﹤0.01%
62,841
+13,572
3113
$2.89M ﹤0.01%
318,018
+21,233
3114
$2.88M ﹤0.01%
88,263
+310
3115
$2.88M ﹤0.01%
254,837
+15,822
3116
$2.88M ﹤0.01%
59,035
-8,426
3117
$2.87M ﹤0.01%
163,492
+13,890
3118
$2.87M ﹤0.01%
57,353
+5,445
3119
$2.86M ﹤0.01%
118,778
+107,823
3120
$2.86M ﹤0.01%
52,586
-15,558
3121
$2.85M ﹤0.01%
132,963
+5,740
3122
$2.85M ﹤0.01%
109,054
+106,073
3123
$2.85M ﹤0.01%
8,746
+6,631
3124
$2.84M ﹤0.01%
272,264
+1,821
3125
$2.83M ﹤0.01%
124,066
-24,255