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
$524B
AUM Growth
-$69.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,885
New
Increased
Reduced
Closed

Sector Composition

1 Technology 9.1%
2 Healthcare 7.98%
3 Financials 7.97%
4 Industrials 6.14%
5 Consumer Discretionary 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3726
$981K ﹤0.01%
70,873
+56,993
3727
$981K ﹤0.01%
23,130
+7,501
3728
$977K ﹤0.01%
45,682
-9,756
3729
$977K ﹤0.01%
41,524
+4,033
3730
$976K ﹤0.01%
299,551
+11,408
3731
$975K ﹤0.01%
20,540
-5,039
3732
$975K ﹤0.01%
140,731
+7,600
3733
$975K ﹤0.01%
80,624
+74,585
3734
$974K ﹤0.01%
3,588
-458
3735
$974K ﹤0.01%
412,636
+217,060
3736
$971K ﹤0.01%
46,149
-4,024
3737
$971K ﹤0.01%
129,226
-35,372
3738
$971K ﹤0.01%
59,951
-366,209
3739
$970K ﹤0.01%
35,962
-56,411
3740
$968K ﹤0.01%
141,942
+22,760
3741
$967K ﹤0.01%
68,027
-14,893
3742
$966K ﹤0.01%
80,730
+14,650
3743
$961K ﹤0.01%
8,222
+5,124
3744
$961K ﹤0.01%
135,619
+88,356
3745
$960K ﹤0.01%
37,257
-39,367
3746
$958K ﹤0.01%
27,696
+3,555
3747
$955K ﹤0.01%
21,783
-12,356
3748
$953K ﹤0.01%
141,748
-17,745
3749
$953K ﹤0.01%
43,223
+22,490
3750
$952K ﹤0.01%
25,883
+20,326