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
4451
$298K ﹤0.01%
12,043
+9,853
4452
$297K ﹤0.01%
1,822
+1,689
4453
$295K ﹤0.01%
4,493
+3
4454
$294K ﹤0.01%
20,875
-33,034
4455
$294K ﹤0.01%
80,281
+19,451
4456
$294K ﹤0.01%
2,375
-2,886
4457
$294K ﹤0.01%
9,996
+3,142
4458
$294K ﹤0.01%
12,889
+12,093
4459
$294K ﹤0.01%
9,140
-15,137
4460
$293K ﹤0.01%
11,660
+8,268
4461
$292K ﹤0.01%
6,823
4462
$292K ﹤0.01%
8,444
-1,319
4463
$292K ﹤0.01%
29,674
-75,164
4464
$290K ﹤0.01%
44,268
-66,654
4465
$290K ﹤0.01%
10,265
+4,618
4466
$290K ﹤0.01%
21,842
-42,732
4467
$289K ﹤0.01%
29,501
-16,101
4468
$289K ﹤0.01%
10,068
-1,786
4469
$289K ﹤0.01%
18,023
-37,904
4470
$288K ﹤0.01%
100,285
+41,839
4471
$288K ﹤0.01%
35,328
+24,664
4472
$288K ﹤0.01%
32,296
-4,619
4473
$287K ﹤0.01%
7,855
-4,012
4474
$286K ﹤0.01%
1,317
+675
4475
$286K ﹤0.01%
76,662
-13,131