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
3951
$734K ﹤0.01%
57,634
+49,762
3952
$734K ﹤0.01%
41,419
+2,761
3953
$733K ﹤0.01%
21,301
-4,862
3954
$733K ﹤0.01%
24,320
-29,749
3955
$733K ﹤0.01%
632
-71
3956
$731K ﹤0.01%
65,979
-2,660
3957
$729K ﹤0.01%
63,281
+850
3958
$729K ﹤0.01%
50,259
-39,810
3959
$727K ﹤0.01%
127,725
+31,773
3960
$725K ﹤0.01%
23,957
+5,667
3961
$724K ﹤0.01%
+27,620
3962
$723K ﹤0.01%
164,275
-278,357
3963
$718K ﹤0.01%
23,036
-61,521
3964
$715K ﹤0.01%
41,594
+3,467
3965
$715K ﹤0.01%
27,292
-2,142
3966
$715K ﹤0.01%
61,710
+4,825
3967
$715K ﹤0.01%
9,043
-14,732
3968
$714K ﹤0.01%
192,402
+20,412
3969
$714K ﹤0.01%
12,293
+14
3970
$713K ﹤0.01%
74,730
-1,639
3971
$712K ﹤0.01%
46,655
-325
3972
$709K ﹤0.01%
20,922
-20,989
3973
$709K ﹤0.01%
142,906
+8,762
3974
$709K ﹤0.01%
26,509
-1,367
3975
$709K ﹤0.01%
27,288
-3,722