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
4301
$417K ﹤0.01%
8,253
-80,964
4302
$417K ﹤0.01%
111,579
+66,825
4303
$415K ﹤0.01%
36,762
+5,038
4304
$414K ﹤0.01%
15,530
+12,368
4305
$414K ﹤0.01%
13,611
+9,862
4306
$414K ﹤0.01%
+242,089
4307
$413K ﹤0.01%
11,352
+729
4308
$412K ﹤0.01%
27,267
+27,142
4309
$412K ﹤0.01%
24,517
+15,683
4310
$410K ﹤0.01%
13,565
-18,821
4311
$410K ﹤0.01%
16,782
-1,197
4312
$410K ﹤0.01%
24,244
-9,107
4313
$409K ﹤0.01%
20,214
-63,891
4314
$409K ﹤0.01%
25,629
+9,100
4315
$408K ﹤0.01%
+8,185
4316
$407K ﹤0.01%
192,800
-783,713
4317
$407K ﹤0.01%
33,779
+23,573
4318
$405K ﹤0.01%
3,865
+568
4319
$405K ﹤0.01%
18,698
+812
4320
$404K ﹤0.01%
26,163
-10,337,366
4321
$403K ﹤0.01%
37,199
-22,804
4322
$403K ﹤0.01%
76,807
-70,259
4323
$403K ﹤0.01%
+133,958
4324
$402K ﹤0.01%
26,963
+3,000
4325
$402K ﹤0.01%
3,098
-683