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
$524B
AUM Growth
-$69.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,885
New
Increased
Reduced
Closed

Sector Composition

1 Technology 9.1%
2 Healthcare 7.98%
3 Financials 7.97%
4 Industrials 6.14%
5 Consumer Discretionary 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3951
$709K ﹤0.01%
18,876
+6,729
3952
$708K ﹤0.01%
28,981
+13,683
3953
$708K ﹤0.01%
30,895
-2,302
3954
$706K ﹤0.01%
129,828
-41,293
3955
$705K ﹤0.01%
67,446
-9,172
3956
$705K ﹤0.01%
45,896
-9,520
3957
$704K ﹤0.01%
175,797
+39,803
3958
$704K ﹤0.01%
14,330
-3,370
3959
$704K ﹤0.01%
26,196
+14,085
3960
$702K ﹤0.01%
+53,106
3961
$701K ﹤0.01%
40,214
-2,991
3962
$701K ﹤0.01%
49,108
+17,024
3963
$697K ﹤0.01%
47,246
+12,753
3964
$695K ﹤0.01%
6,114
+4,065
3965
$695K ﹤0.01%
12,694
-7,018
3966
$695K ﹤0.01%
91,466
+9,744
3967
$694K ﹤0.01%
99,098
+94,344
3968
$693K ﹤0.01%
117,388
-1,296
3969
$693K ﹤0.01%
143,830
+16,423
3970
$690K ﹤0.01%
20,526
+14,082
3971
$690K ﹤0.01%
62,509
-169,899
3972
$688K ﹤0.01%
118,912
-3,234
3973
$685K ﹤0.01%
40,342
+10,648
3974
$683K ﹤0.01%
+32,696
3975
$683K ﹤0.01%
46,475
+12,863