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
4026
$643K ﹤0.01%
11,044
-24,364
4027
$642K ﹤0.01%
7,507
-5,361
4028
$642K ﹤0.01%
165,219
+159,222
4029
$635K ﹤0.01%
20,196
+2,294
4030
$635K ﹤0.01%
12,673
+583
4031
$634K ﹤0.01%
137,919
+40,263
4032
$634K ﹤0.01%
26,650
+1,914
4033
$633K ﹤0.01%
49,233
-1,162
4034
$633K ﹤0.01%
234,459
+211,381
4035
$632K ﹤0.01%
36,377
-30,769
4036
$632K ﹤0.01%
17,196
+9,768
4037
$631K ﹤0.01%
8,322
+8,079
4038
$628K ﹤0.01%
32,134
+24,336
4039
$627K ﹤0.01%
+36,892
4040
$627K ﹤0.01%
32,743
+21,430
4041
$626K ﹤0.01%
15,629
-6,455
4042
$625K ﹤0.01%
41,529
+7,866
4043
$623K ﹤0.01%
25,240
-1,812
4044
$621K ﹤0.01%
23,909
-61,093
4045
$620K ﹤0.01%
60,814
-23,668
4046
$619K ﹤0.01%
42,206
-25,378
4047
$619K ﹤0.01%
58,885
-7,007
4048
$619K ﹤0.01%
26,465
-1,359
4049
$616K ﹤0.01%
45,699
-28,491
4050
$616K ﹤0.01%
36,531
+1,485