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
$524B
AUM Growth
-$69.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,885
New
Increased
Reduced
Closed

Sector Composition

1 Technology 9.1%
2 Healthcare 7.98%
3 Financials 7.97%
4 Industrials 6.14%
5 Consumer Discretionary 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4426
$313K ﹤0.01%
30,093
-183
4427
$312K ﹤0.01%
21,882
-39,998
4428
$309K ﹤0.01%
73,826
-43,251
4429
$309K ﹤0.01%
10,306
+2,033
4430
$309K ﹤0.01%
3,363
+2,823
4431
$309K ﹤0.01%
78,745
-51,808
4432
$307K ﹤0.01%
14,233
-4,664
4433
$307K ﹤0.01%
24,219
+4,343
4434
$307K ﹤0.01%
14,419
-12,046
4435
$307K ﹤0.01%
193,502
-319,645
4436
$307K ﹤0.01%
199,819
-25,296
4437
$306K ﹤0.01%
49,809
-136,825
4438
$305K ﹤0.01%
+22,031
4439
$304K ﹤0.01%
37,003
+2,031
4440
$303K ﹤0.01%
6,659
+6,526
4441
$303K ﹤0.01%
12,242
+3,941
4442
$302K ﹤0.01%
6,175
+2,745
4443
$302K ﹤0.01%
26,188
-15,235
4444
$302K ﹤0.01%
11,452
-5,030
4445
$301K ﹤0.01%
11,481
+5,019
4446
$300K ﹤0.01%
41,822
+25,970
4447
$300K ﹤0.01%
11,398
+2,159
4448
$300K ﹤0.01%
13,034
+3,814
4449
$299K ﹤0.01%
36,375
+4,023
4450
$298K ﹤0.01%
12,831
+4,405