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
3701
$1.12M ﹤0.01%
4,962
+3,610
3702
$1.12M ﹤0.01%
50,820
+48,245
3703
$1.11M ﹤0.01%
33,479
+17,617
3704
$1.11M ﹤0.01%
41,489
+30,819
3705
$1.11M ﹤0.01%
246,643
+30,136
3706
$1.11M ﹤0.01%
131,828
+4,142
3707
$1.1M ﹤0.01%
159,493
+6,789
3708
$1.1M ﹤0.01%
132,107
-193
3709
$1.1M ﹤0.01%
51,147
-11,822
3710
$1.1M ﹤0.01%
35,015
+8,303
3711
$1.1M ﹤0.01%
19,298
-2,690
3712
$1.1M ﹤0.01%
346,873
-30,788
3713
$1.09M ﹤0.01%
225,115
+199,647
3714
$1.09M ﹤0.01%
18,410
+67
3715
$1.09M ﹤0.01%
80,115
+59,217
3716
$1.09M ﹤0.01%
40,494
-265,305
3717
$1.08M ﹤0.01%
22,025
+3,351
3718
$1.08M ﹤0.01%
13,821
+10,812
3719
$1.08M ﹤0.01%
52,899
+34,116
3720
$1.08M ﹤0.01%
37,716
-88,359
3721
$1.08M ﹤0.01%
73,066
+24,758
3722
$1.08M ﹤0.01%
15,542
-69,750
3723
$1.08M ﹤0.01%
22,819
-9,645
3724
$1.08M ﹤0.01%
82,990
-63,710
3725
$1.08M ﹤0.01%
54,179
-1,135