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
4251
$393K ﹤0.01%
11,660
-26,005
4252
$392K ﹤0.01%
6,959
-4,645
4253
$392K ﹤0.01%
31,756
-2,000
4254
$391K ﹤0.01%
15,761
-262
4255
$391K ﹤0.01%
14,313
-542
4256
$390K ﹤0.01%
24,987
-1,081
4257
$390K ﹤0.01%
41,026
-378
4258
$390K ﹤0.01%
15,992
-1,388
4259
$389K ﹤0.01%
4,928
+609
4260
$388K ﹤0.01%
6,638
-10,279
4261
$387K ﹤0.01%
28,905
-10,715
4262
$387K ﹤0.01%
29,594
+4,849
4263
$386K ﹤0.01%
4,755
-1,845
4264
$385K ﹤0.01%
24,769
-2,483
4265
$385K ﹤0.01%
36,981
+8,857
4266
$384K ﹤0.01%
22,838
-6,652
4267
$383K ﹤0.01%
44,611
-255,407
4268
$383K ﹤0.01%
19,834
+2,719
4269
$383K ﹤0.01%
157,238
-2,940
4270
$382K ﹤0.01%
28,201
-2,052
4271
$380K ﹤0.01%
24,048
-4,502
4272
$380K ﹤0.01%
19,771
-2,255
4273
$379K ﹤0.01%
6,837
-5,686
4274
$378K ﹤0.01%
13,494
+771
4275
$378K ﹤0.01%
34,471
+4,811