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
$557B
AUM Growth
+$25.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,819
New
Increased
Reduced
Closed

Top Sells

1 +$759M
2 +$656M
3 +$604M
4
PM icon
Philip Morris
PM
+$535M
5
PAYX icon
Paychex
PAYX
+$501M

Sector Composition

1 Technology 10.08%
2 Financials 8.59%
3 Healthcare 7.1%
4 Industrials 7.07%
5 Consumer Discretionary 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4201
$442K ﹤0.01%
18,243
+15,384
4202
$440K ﹤0.01%
18,445
+5,162
4203
$440K ﹤0.01%
13,577
+225
4204
$439K ﹤0.01%
17,496
+16,211
4205
$438K ﹤0.01%
17,979
-467
4206
$437K ﹤0.01%
9,896
+7,996
4207
$436K ﹤0.01%
21,297
-352
4208
$436K ﹤0.01%
2,384
-333
4209
$435K ﹤0.01%
26,972
+9,913
4210
$435K ﹤0.01%
33,096
+3,957
4211
$434K ﹤0.01%
31,454
+6,564
4212
$434K ﹤0.01%
12,252
+77
4213
$433K ﹤0.01%
9,592
+655
4214
$432K ﹤0.01%
43,436
+36,352
4215
$432K ﹤0.01%
38,710
-12,597
4216
$432K ﹤0.01%
30,136
+138
4217
$430K ﹤0.01%
7,925
-184
4218
$428K ﹤0.01%
37,207
+22,711
4219
$424K ﹤0.01%
15,357
+646
4220
$423K ﹤0.01%
10,623
-26,730
4221
$423K ﹤0.01%
243,363
-15,915
4222
$422K ﹤0.01%
48,328
+561
4223
$419K ﹤0.01%
3,271
-13,479
4224
$418K ﹤0.01%
24,080
+2
4225
$418K ﹤0.01%
+3,939