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
3501
$1.57M ﹤0.01%
39,191
-217
3502
$1.57M ﹤0.01%
127,097
-152,326
3503
$1.57M ﹤0.01%
23,407
+19,029
3504
$1.57M ﹤0.01%
17,135
+4,241
3505
$1.57M ﹤0.01%
108,250
-92,337
3506
$1.57M ﹤0.01%
59,266
-21,078
3507
$1.57M ﹤0.01%
110,030
+16,402
3508
$1.55M ﹤0.01%
63,785
+9,039
3509
$1.55M ﹤0.01%
32,151
-3,307
3510
$1.55M ﹤0.01%
108,004
-17,640
3511
$1.55M ﹤0.01%
82,588
-11,225
3512
$1.55M ﹤0.01%
13,780
+1,242
3513
$1.55M ﹤0.01%
35,951
+2,576
3514
$1.55M ﹤0.01%
90,085
-75,824
3515
$1.54M ﹤0.01%
30,772
+20,005
3516
$1.54M ﹤0.01%
263,028
+29,577
3517
$1.54M ﹤0.01%
129,152
-22,120
3518
$1.53M ﹤0.01%
104,838
+19,627
3519
$1.53M ﹤0.01%
115,819
-10,725
3520
$1.53M ﹤0.01%
128,474
-7,075
3521
$1.52M ﹤0.01%
481,079
+3,314
3522
$1.51M ﹤0.01%
121,312
+10,445
3523
$1.51M ﹤0.01%
65,983
-7,247
3524
$1.51M ﹤0.01%
21,782
+4,939
3525
$1.5M ﹤0.01%
120,423
-16,208