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
3876
$823K ﹤0.01%
64,387
+3,963
3877
$822K ﹤0.01%
+17,320
3878
$820K ﹤0.01%
90,743
+62,810
3879
$817K ﹤0.01%
38,858
-9,726
3880
$816K ﹤0.01%
17,145
+4,949
3881
$816K ﹤0.01%
45,801
+869
3882
$816K ﹤0.01%
9,978
+4,244
3883
$811K ﹤0.01%
175,276
+17,814
3884
$806K ﹤0.01%
31,603
-1,570
3885
$806K ﹤0.01%
27,256
-8,071
3886
$806K ﹤0.01%
22,353
+13,620
3887
$806K ﹤0.01%
57,770
+28,310
3888
$805K ﹤0.01%
34,846
-1,610
3889
$804K ﹤0.01%
194,044
+78,172
3890
$803K ﹤0.01%
32,874
-5,404
3891
$802K ﹤0.01%
213,654
+6,926
3892
$802K ﹤0.01%
36,281
+3,757
3893
$801K ﹤0.01%
57,101
-24,915
3894
$797K ﹤0.01%
40,586
-8,781
3895
$796K ﹤0.01%
18,121
-2,277
3896
$795K ﹤0.01%
10,538
+3,917
3897
$795K ﹤0.01%
16,766
+95
3898
$793K ﹤0.01%
30,168
+3,290
3899
$791K ﹤0.01%
32,863
+5,353
3900
$790K ﹤0.01%
10,237
-21,108