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
3326
$2.1M ﹤0.01%
89,285
+9,012
3327
$2.1M ﹤0.01%
54,660
+29,683
3328
$2.1M ﹤0.01%
607,516
+134,370
3329
$2.1M ﹤0.01%
34,952
-8,244
3330
$2.1M ﹤0.01%
34,972
+1,978
3331
$2.09M ﹤0.01%
45,594
-87,277
3332
$2.08M ﹤0.01%
49,771
+17,792
3333
$2.08M ﹤0.01%
133,478
-7,473
3334
$2.08M ﹤0.01%
107,488
-9,803
3335
$2.08M ﹤0.01%
157,242
-8,745
3336
$2.08M ﹤0.01%
47,728
-3,756
3337
$2.06M ﹤0.01%
28,564
+688
3338
$2.06M ﹤0.01%
58,840
+8,101
3339
$2.06M ﹤0.01%
94,434
+58,661
3340
$2.05M ﹤0.01%
82,600
-38,157
3341
$2.05M ﹤0.01%
43,084
-19,905
3342
$2.04M ﹤0.01%
25,893
-68,398
3343
$2.04M ﹤0.01%
60,286
+884
3344
$2.03M ﹤0.01%
108,345
-19,964
3345
$2.03M ﹤0.01%
51,897
+6,800
3346
$2.03M ﹤0.01%
156,051
+12,650
3347
$2.02M ﹤0.01%
26,791
-33,533
3348
$2.02M ﹤0.01%
17,796
+1,846
3349
$2.01M ﹤0.01%
62,273
-3,548
3350
$2.01M ﹤0.01%
6,534
-29,018