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
4326
$400K ﹤0.01%
40,176
-8,182
4327
$400K ﹤0.01%
17,283
-11,773
4328
$400K ﹤0.01%
5,578
+356
4329
$399K ﹤0.01%
16,496
+504
4330
$398K ﹤0.01%
15,562
+2,068
4331
$398K ﹤0.01%
3,399
4332
$396K ﹤0.01%
13,714
+9,341
4333
$395K ﹤0.01%
23,701
+16,420
4334
$394K ﹤0.01%
+10,136
4335
$393K ﹤0.01%
6,478
+3,174
4336
$391K ﹤0.01%
10,615
-20,374
4337
$390K ﹤0.01%
13,744
+595
4338
$389K ﹤0.01%
21,141
-854
4339
$389K ﹤0.01%
111,326
+14,971
4340
$388K ﹤0.01%
16,073
-19,662
4341
$387K ﹤0.01%
24,370
+1,997
4342
$387K ﹤0.01%
21,777
+11,436
4343
$386K ﹤0.01%
12,945
+725
4344
$383K ﹤0.01%
37,868
+29,049
4345
$382K ﹤0.01%
16,699
+994
4346
$382K ﹤0.01%
12,201
+1,926
4347
$381K ﹤0.01%
538
+496
4348
$381K ﹤0.01%
170,586
+13,348
4349
$377K ﹤0.01%
22,891
-6,931
4350
$376K ﹤0.01%
44,463
+5,738