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Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 25.25%
 

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
+25.25%
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
4326
$340K ﹤0.01%
15,705
+2,259
4327
$340K ﹤0.01%
13,858
+10,933
4328
$338K ﹤0.01%
21,230
-14,712
4329
$337K ﹤0.01%
15,020
+2,065
4330
$336K ﹤0.01%
5,878
+4,151
4331
$336K ﹤0.01%
38,725
-8,168
4332
$335K ﹤0.01%
21,332
-23,794
4333
$335K ﹤0.01%
27,933
-6,760
4334
$335K ﹤0.01%
+6,830
4335
$335K ﹤0.01%
2,658
+404
4336
$334K ﹤0.01%
1,733
-4,039
4337
$333K ﹤0.01%
6,677
-3,579
4338
$333K ﹤0.01%
5,005
+1,926
4339
$330K ﹤0.01%
31,807
-15,505
4340
$330K ﹤0.01%
3,297
+151
4341
$330K ﹤0.01%
4,490
4342
$329K ﹤0.01%
20,548
+10,159
4343
$328K ﹤0.01%
29,528
+20,728
4344
$327K ﹤0.01%
43,039
+2,359
4345
$327K ﹤0.01%
10,670
-4,834
4346
$327K ﹤0.01%
22,739
+15,365
4347
$326K ﹤0.01%
15,276
-559
4348
$326K ﹤0.01%
11,145
-70
4349
$325K ﹤0.01%
14,933
-1,233
4350
$325K ﹤0.01%
12,531
+52