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
4201
$487K ﹤0.01%
63,334
-39,842
4202
$486K ﹤0.01%
10,503
+3,826
4203
$486K ﹤0.01%
51,935
+18,022
4204
$486K ﹤0.01%
121,813
-76,391
4205
$484K ﹤0.01%
17,853
+8,421
4206
$484K ﹤0.01%
6,400
4207
$484K ﹤0.01%
68,144
-30,889
4208
$483K ﹤0.01%
39,077
-1,936
4209
$483K ﹤0.01%
44,313
-55,397
4210
$479K ﹤0.01%
60,496
+3,842
4211
$479K ﹤0.01%
20,658
+6
4212
$479K ﹤0.01%
22,633
+794
4213
$478K ﹤0.01%
41,870
+67
4214
$478K ﹤0.01%
34,702
-5,972
4215
$477K ﹤0.01%
41,527
+21,935
4216
$476K ﹤0.01%
11,531
+963
4217
$475K ﹤0.01%
58,786
+30,702
4218
$474K ﹤0.01%
14,123
+901
4219
$474K ﹤0.01%
99,302
+27,473
4220
$473K ﹤0.01%
36,649
+2,052
4221
$472K ﹤0.01%
+2,270
4222
$472K ﹤0.01%
14,907
-442
4223
$471K ﹤0.01%
17,496
+578
4224
$470K ﹤0.01%
10,317
+1,673
4225
$470K ﹤0.01%
105,101
-18,099