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
4251
$829K ﹤0.01%
16,143
-31,754
4252
$823K ﹤0.01%
17,397
-21,134
4253
$822K ﹤0.01%
9,806
-7,889
4254
$821K ﹤0.01%
50,186
-11,085
4255
$821K ﹤0.01%
+84,998
4256
$817K ﹤0.01%
28,742
+22,420
4257
$816K ﹤0.01%
59,591
-19,265
4258
$815K ﹤0.01%
5,776
-1,990
4259
$815K ﹤0.01%
108,797
-77,554
4260
$815K ﹤0.01%
9,380
-7,539
4261
$814K ﹤0.01%
12,522
-5,453
4262
$809K ﹤0.01%
18,668
-19,292
4263
$808K ﹤0.01%
39,387
+4,905
4264
$806K ﹤0.01%
129,991
-265,850
4265
$805K ﹤0.01%
+16,059
4266
$805K ﹤0.01%
141,328
+8,034
4267
$804K ﹤0.01%
56,290
+20,078
4268
$804K ﹤0.01%
122,304
-108,257
4269
$804K ﹤0.01%
74,826
-1,852
4270
$801K ﹤0.01%
17,919
-30,288
4271
$801K ﹤0.01%
17,335
+2,521
4272
$801K ﹤0.01%
22,490
-6,046
4273
$801K ﹤0.01%
8,061
-6,579
4274
$799K ﹤0.01%
48,167
-95,451
4275
$799K ﹤0.01%
33,014
-13,802