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
$524B
AUM Growth
-$69.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,885
New
Increased
Reduced
Closed

Sector Composition

1 Technology 9.1%
2 Healthcare 7.98%
3 Financials 7.97%
4 Industrials 6.14%
5 Consumer Discretionary 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4226
$454K ﹤0.01%
18,634
+5,689
4227
$454K ﹤0.01%
36,460
-293
4228
$453K ﹤0.01%
36,555
+18,163
4229
$452K ﹤0.01%
32,243
+17,924
4230
$450K ﹤0.01%
9,370
+218
4231
$450K ﹤0.01%
28,554
+14,120
4232
$449K ﹤0.01%
10,849
+10,325
4233
$449K ﹤0.01%
72,887
+9,553
4234
$449K ﹤0.01%
37,870
+1,521
4235
$448K ﹤0.01%
5,986
+4,986
4236
$446K ﹤0.01%
30,204
-3,190
4237
$445K ﹤0.01%
50,561
-28,417
4238
$445K ﹤0.01%
51,147
+2,007
4239
$443K ﹤0.01%
+18,242
4240
$442K ﹤0.01%
25,419
+5,107
4241
$442K ﹤0.01%
80,329
-761
4242
$442K ﹤0.01%
27,187
+21,239
4243
$442K ﹤0.01%
36,565
-3,011
4244
$441K ﹤0.01%
61,036
+540
4245
$441K ﹤0.01%
45,272
+13,535
4246
$441K ﹤0.01%
+10,248
4247
$440K ﹤0.01%
28,634
-58,093
4248
$440K ﹤0.01%
135,249
+11,615
4249
$439K ﹤0.01%
14,488
-8,433
4250
$438K ﹤0.01%
24,886
+2,579