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
4051
$611K ﹤0.01%
20,744
-52,328
4052
$609K ﹤0.01%
47,239
+286
4053
$609K ﹤0.01%
36,668
-173,553
4054
$609K ﹤0.01%
6,443
+5,617
4055
$609K ﹤0.01%
87,009
+16,174
4056
$609K ﹤0.01%
8,998
+3,993
4057
$608K ﹤0.01%
13,735
-70,437
4058
$607K ﹤0.01%
2,741
+357
4059
$607K ﹤0.01%
60,678
-42,470
4060
$606K ﹤0.01%
13,343
+8,527
4061
$605K ﹤0.01%
36,248
+26,376
4062
$605K ﹤0.01%
+39,679
4063
$605K ﹤0.01%
11,516
+9,476
4064
$604K ﹤0.01%
32,461
-16,767
4065
$604K ﹤0.01%
71,995
-3,988
4066
$603K ﹤0.01%
14,046
+13,438
4067
$601K ﹤0.01%
28,157
-10,750
4068
$600K ﹤0.01%
2,802
-6,136
4069
$599K ﹤0.01%
49,392
-2,074
4070
$598K ﹤0.01%
3,591
+933
4071
$597K ﹤0.01%
27,174
+11,604
4072
$597K ﹤0.01%
13,624
-248
4073
$596K ﹤0.01%
37,368
+3,393
4074
$596K ﹤0.01%
45,069
-78,125
4075
$594K ﹤0.01%
54,583
+27