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
3901
$789K ﹤0.01%
19,658
-126,668
3902
$788K ﹤0.01%
37,845
+6,139
3903
$788K ﹤0.01%
19,012
+1,866
3904
$786K ﹤0.01%
31,737
+30,505
3905
$783K ﹤0.01%
15,721
-16,619
3906
$781K ﹤0.01%
52,336
-3,528
3907
$781K ﹤0.01%
1,585
+51
3908
$779K ﹤0.01%
33,791
+5,264
3909
$779K ﹤0.01%
74,253
-243,879
3910
$779K ﹤0.01%
104,361
+7,513
3911
$779K ﹤0.01%
130,553
+29,239
3912
$777K ﹤0.01%
108,974
-21,360
3913
$774K ﹤0.01%
27,339
+12,380
3914
$773K ﹤0.01%
34,065
-38,295
3915
$773K ﹤0.01%
36,892
-6,002
3916
$773K ﹤0.01%
65,299
-478
3917
$770K ﹤0.01%
22,329
-85,588
3918
$769K ﹤0.01%
64,661
-19,541
3919
$768K ﹤0.01%
16,318
-17,401
3920
$767K ﹤0.01%
61,880
+931
3921
$766K ﹤0.01%
46,060
-24,814
3922
$764K ﹤0.01%
+13,293
3923
$764K ﹤0.01%
37,401
+1,078
3924
$763K ﹤0.01%
66,197
-48,451
3925
$757K ﹤0.01%
42,041
+2,733