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
$893B
AUM Growth
+$57.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,571
New
Increased
Reduced
Closed

Top Sells

1 +$2.61B
2 +$1.72B
3 +$1.34B
4
AMZN icon
Amazon
AMZN
+$1.02B
5
JPM icon
JPMorgan Chase
JPM
+$949M

Sector Composition

1 Technology 12.64%
2 Financials 7.98%
3 Healthcare 7.14%
4 Consumer Discretionary 6.18%
5 Industrials 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4226
$870K ﹤0.01%
77,897
-254,655
4227
$870K ﹤0.01%
26,190
-19,787
4228
$869K ﹤0.01%
94,349
-2,822
4229
$868K ﹤0.01%
14,998
+14,831
4230
$864K ﹤0.01%
20,778
+7,290
4231
$863K ﹤0.01%
42,368
-87,261
4232
$863K ﹤0.01%
49,833
-103,719
4233
$862K ﹤0.01%
7,778
-7,674
4234
$860K ﹤0.01%
127,454
-250,969
4235
$859K ﹤0.01%
62,773
-378
4236
$856K ﹤0.01%
30,628
-48,024
4237
$855K ﹤0.01%
30,058
-23,742
4238
$852K ﹤0.01%
33,672
+27
4239
$850K ﹤0.01%
14,552
-14,363
4240
$850K ﹤0.01%
21,924
+455
4241
$850K ﹤0.01%
51,919
-5,053
4242
$849K ﹤0.01%
58,653
+15,907
4243
$846K ﹤0.01%
12,778
-13,882
4244
$844K ﹤0.01%
25,739
-1,215
4245
$840K ﹤0.01%
+51,874
4246
$836K ﹤0.01%
33,101
-835
4247
$832K ﹤0.01%
23,376
-6,093
4248
$832K ﹤0.01%
1,062
-1,591
4249
$832K ﹤0.01%
84,469
+27,299
4250
$831K ﹤0.01%
72,053
-2,429