We are live on ! Find out more
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
4401
$299K ﹤0.01%
55,371
-27,317
4402
$298K ﹤0.01%
6,363
-1,160
4403
$297K ﹤0.01%
23,557
-10,873
4404
$296K ﹤0.01%
6,266
+2,185
4405
$296K ﹤0.01%
43,964
-4,232
4406
$295K ﹤0.01%
7,853
+1,278
4407
$295K ﹤0.01%
18,604
+2,463
4408
$294K ﹤0.01%
36,809
-10,437
4409
$294K ﹤0.01%
2,452
+104
4410
$293K ﹤0.01%
5,048
4411
$293K ﹤0.01%
12,368
+5,490
4412
$292K ﹤0.01%
40,694
-27,835
4413
$292K ﹤0.01%
8,745
-1,455
4414
$287K ﹤0.01%
11,690
+10,134
4415
$286K ﹤0.01%
15,066
+3,942
4416
$285K ﹤0.01%
16,757
+11,202
4417
$285K ﹤0.01%
4,576
+74
4418
$285K ﹤0.01%
18,258
-4,699
4419
$285K ﹤0.01%
37,816
-19,338
4420
$285K ﹤0.01%
37,750
-12,981
4421
$284K ﹤0.01%
10,141
-300
4422
$284K ﹤0.01%
5,208
-2,451
4423
$284K ﹤0.01%
22,942
-5,030
4424
$283K ﹤0.01%
20,657
-621
4425
$282K ﹤0.01%
12,220
+308