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
3826
$892K ﹤0.01%
29,139
+4,025
3827
$890K ﹤0.01%
72,161
+2,595
3828
$889K ﹤0.01%
81,722
+69,975
3829
$888K ﹤0.01%
88,389
-5,484
3830
$886K ﹤0.01%
8,843
+2,292
3831
$883K ﹤0.01%
36,823
-1,641
3832
$882K ﹤0.01%
7,332
+4,311
3833
$878K ﹤0.01%
55,927
+48,662
3834
$875K ﹤0.01%
19,997
+16,228
3835
$872K ﹤0.01%
17,306
+2,240
3836
$872K ﹤0.01%
10,117
+2
3837
$872K ﹤0.01%
52,806
+535
3838
$872K ﹤0.01%
47,072
-10,056
3839
$871K ﹤0.01%
17,700
-4,020
3840
$870K ﹤0.01%
31,222
+896
3841
$870K ﹤0.01%
127,407
+5,374
3842
$869K ﹤0.01%
35,271
+28,288
3843
$865K ﹤0.01%
66,389
-2,268
3844
$864K ﹤0.01%
2,780
-61
3845
$859K ﹤0.01%
43,205
+15,006
3846
$859K ﹤0.01%
24,277
-44,756
3847
$857K ﹤0.01%
22,921
+18,511
3848
$853K ﹤0.01%
25,318
-990
3849
$853K ﹤0.01%
45,381
-31,081
3850
$852K ﹤0.01%
131,334
+19,104