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
4126
$543K ﹤0.01%
29,063
-38,195
4127
$543K ﹤0.01%
32,084
-22,059
4128
$541K ﹤0.01%
124,252
+24,311
4129
$541K ﹤0.01%
12,020
4130
$540K ﹤0.01%
20,524
-84
4131
$540K ﹤0.01%
71,316
-4,016
4132
$539K ﹤0.01%
23,897
-1,144
4133
$538K ﹤0.01%
20,733
-5,771
4134
$538K ﹤0.01%
41,423
+13,222
4135
$536K ﹤0.01%
82,615
+59,381
4136
$534K ﹤0.01%
21,663
+1,225
4137
$533K ﹤0.01%
21,388
+8,128
4138
$533K ﹤0.01%
5,636
+881
4139
$533K ﹤0.01%
20,091
-21,051
4140
$532K ﹤0.01%
22,670
-1,055
4141
$531K ﹤0.01%
78,978
-277,462
4142
$530K ﹤0.01%
63,220
-2,983
4143
$530K ﹤0.01%
29,694
-55,063
4144
$529K ﹤0.01%
18,753
+13,179
4145
$529K ﹤0.01%
28,719
+28,414
4146
$528K ﹤0.01%
27,390
+14,310
4147
$528K ﹤0.01%
29,503
+5,842
4148
$527K ﹤0.01%
9,152
+657
4149
$527K ﹤0.01%
15,195
+500
4150
$522K ﹤0.01%
60,830
+6,813