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
$557B
AUM Growth
+$25.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,819
New
Increased
Reduced
Closed

Top Sells

1 +$759M
2 +$656M
3 +$604M
4
PM icon
Philip Morris
PM
+$535M
5
PAYX icon
Paychex
PAYX
+$501M

Sector Composition

1 Technology 10.08%
2 Financials 8.59%
3 Healthcare 7.1%
4 Industrials 7.07%
5 Consumer Discretionary 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3951
$703K ﹤0.01%
52,648
-14,417
3952
$700K ﹤0.01%
67,577
-2,799
3953
$698K ﹤0.01%
38,127
+17,837
3954
$698K ﹤0.01%
17,208
-3,240
3955
$698K ﹤0.01%
26,073
+17,460
3956
$697K ﹤0.01%
16,758
+5,702
3957
$697K ﹤0.01%
36,456
-1,259
3958
$694K ﹤0.01%
12,279
+1,986
3959
$693K ﹤0.01%
65,892
-365
3960
$690K ﹤0.01%
53,937
+3,690
3961
$690K ﹤0.01%
26,878
+3,172
3962
$690K ﹤0.01%
26,504
+14,907
3963
0
3964
$684K ﹤0.01%
17,326
-24
3965
$682K ﹤0.01%
21,498
-110,002
3966
$682K ﹤0.01%
36,323
-1,180
3967
$682K ﹤0.01%
6,551
-4,532
3968
$681K ﹤0.01%
38,894
-3,850
3969
$679K ﹤0.01%
32,524
+757
3970
$679K ﹤0.01%
419,336
-724,234
3971
$675K ﹤0.01%
9,122
-13,960
3972
$674K ﹤0.01%
381,053
+29,751
3973
$674K ﹤0.01%
36,049
+1,604
3974
$674K ﹤0.01%
8,556
-2,976
3975
$674K ﹤0.01%
50,607
-1,198