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
4151
$520K ﹤0.01%
45,986
+37,131
4152
$518K ﹤0.01%
5,575
+4,886
4153
$517K ﹤0.01%
1,001
+184
4154
$517K ﹤0.01%
6,854
+4,881
4155
$515K ﹤0.01%
10,909
-111
4156
$514K ﹤0.01%
100,699
-878
4157
$513K ﹤0.01%
37,251
+1,714
4158
$511K ﹤0.01%
18,200
-1,452
4159
$510K ﹤0.01%
93,133
+51,647
4160
$510K ﹤0.01%
37,621
+2,063
4161
$509K ﹤0.01%
4,810
+1,749
4162
$508K ﹤0.01%
31,724
-3,979
4163
$508K ﹤0.01%
21,661
-14,388
4164
0
4165
$505K ﹤0.01%
13,780
-3,428
4166
$505K ﹤0.01%
12,863
+2,967
4167
$505K ﹤0.01%
20,198
+253
4168
$504K ﹤0.01%
2,709
+382
4169
$504K ﹤0.01%
1,536
+350
4170
$504K ﹤0.01%
15,197
-1,127
4171
$503K ﹤0.01%
44,486
+8,568
4172
$502K ﹤0.01%
45,611
+7,997
4173
$502K ﹤0.01%
10,081
+3,653
4174
$502K ﹤0.01%
7,881
+15
4175
$501K ﹤0.01%
8,954
+1,224