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
3976
$672K ﹤0.01%
50,395
-113
3977
$672K ﹤0.01%
8,271
-1,135
3978
$672K ﹤0.01%
70,835
+14
3979
$671K ﹤0.01%
19,760
+16,750
3980
$668K ﹤0.01%
27,510
+8,905
3981
$668K ﹤0.01%
27,052
+2,721
3982
$667K ﹤0.01%
18,001
+3,030
3983
$666K ﹤0.01%
116,231
+61,960
3984
$666K ﹤0.01%
49,737
+18,214
3985
$665K ﹤0.01%
+13,598
3986
$664K ﹤0.01%
75,983
-3,559
3987
$664K ﹤0.01%
22,413
+8,716
3988
$664K ﹤0.01%
21,934
-64
3989
$663K ﹤0.01%
132,061
-61,505
3990
$661K ﹤0.01%
49,044
+2,724
3991
$660K ﹤0.01%
46,953
-484
3992
$659K ﹤0.01%
58,309
+47,337
3993
$658K ﹤0.01%
56,885
-4,096
3994
$656K ﹤0.01%
8,364
-15,827
3995
$655K ﹤0.01%
37,427
-17,290
3996
$654K ﹤0.01%
67,599
+9,053
3997
$654K ﹤0.01%
13,000
3998
$653K ﹤0.01%
251,101
+19,051
3999
$653K ﹤0.01%
50,595
+23,159
4000
$650K ﹤0.01%
23,611
-20,298