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
4001
$678K ﹤0.01%
21,485
-765
4002
$677K ﹤0.01%
15,464
-1,294
4003
$676K ﹤0.01%
43,341
+4,751
4004
$673K ﹤0.01%
56,570
+11,674
4005
$672K ﹤0.01%
58,147
+9,903
4006
$671K ﹤0.01%
390,326
+375,326
4007
$669K ﹤0.01%
77,289
-32,909
4008
$668K ﹤0.01%
35,811
+5,897
4009
$666K ﹤0.01%
5,261
+1,990
4010
$666K ﹤0.01%
2,788
+124
4011
$664K ﹤0.01%
24,384
+8,451
4012
$663K ﹤0.01%
14,142
-6,433
4013
$663K ﹤0.01%
42,592
+2,996
4014
$661K ﹤0.01%
62,684
+8,708
4015
$659K ﹤0.01%
47,129
+45,460
4016
$659K ﹤0.01%
36,075
-2,635
4017
$658K ﹤0.01%
388
+202
4018
$656K ﹤0.01%
14,385
+5,505
4019
$656K ﹤0.01%
35,392
+23,470
4020
$656K ﹤0.01%
32,186
+2,622
4021
$654K ﹤0.01%
48,457
+3,062
4022
$650K ﹤0.01%
19,130
-2,596
4023
$649K ﹤0.01%
1,578
+616
4024
$648K ﹤0.01%
65,470
-11,233
4025
$646K ﹤0.01%
53,896
+3,701