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
4351
$710K ﹤0.01%
17,234
-17,945
4352
$706K ﹤0.01%
20,400
4353
$705K ﹤0.01%
116,622
-135,712
4354
$705K ﹤0.01%
22,106
-17,438
4355
$702K ﹤0.01%
31,788
-12,237
4356
$702K ﹤0.01%
14,857
+2
4357
$701K ﹤0.01%
66,176
-109,583
4358
$698K ﹤0.01%
13,482
+11,522
4359
$697K ﹤0.01%
43,371
-6,663
4360
$696K ﹤0.01%
170,897
-74,995
4361
$695K ﹤0.01%
85,590
+26,431
4362
$695K ﹤0.01%
+70,000
4363
$694K ﹤0.01%
85,815
-3,574
4364
$690K ﹤0.01%
45,388
+5,462
4365
$690K ﹤0.01%
44,753
-1,209
4366
$687K ﹤0.01%
8,558
+727
4367
$685K ﹤0.01%
+70,000
4368
$682K ﹤0.01%
65,934
+53,458
4369
$681K ﹤0.01%
6,948
+817
4370
$681K ﹤0.01%
53,048
-41,129
4371
$679K ﹤0.01%
16,519
-117,166
4372
$678K ﹤0.01%
11,190
+28
4373
$678K ﹤0.01%
15,637
-12,251
4374
$677K ﹤0.01%
20,882
+10,590
4375
$677K ﹤0.01%
36,416
-2,727