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
4501
$240K ﹤0.01%
13,080
-21,007
4502
$240K ﹤0.01%
16,619
+3,260
4503
$240K ﹤0.01%
8,425
+2,525
4504
$239K ﹤0.01%
9,872
+2,200
4505
$239K ﹤0.01%
22,220
-6,393
4506
$238K ﹤0.01%
6,933
-15,161
4507
$238K ﹤0.01%
18,587
+505
4508
$238K ﹤0.01%
10,002
+2
4509
$237K ﹤0.01%
6,656
-15
4510
$237K ﹤0.01%
14,997
-6,131
4511
$236K ﹤0.01%
9,518
-20
4512
$235K ﹤0.01%
23,005
-11,335
4513
$235K ﹤0.01%
6,343
-374
4514
$235K ﹤0.01%
15,942
+8,113
4515
$235K ﹤0.01%
6,357
-570
4516
$235K ﹤0.01%
123,414
+55,721
4517
$235K ﹤0.01%
67,295
+2,046
4518
$235K ﹤0.01%
8,464
-16,215
4519
$234K ﹤0.01%
8,854
+48
4520
$234K ﹤0.01%
31,011
+10,526
4521
$233K ﹤0.01%
9,080
-3,822
4522
$232K ﹤0.01%
28,057
-14,993
4523
$232K ﹤0.01%
19,592
-3,573
4524
$231K ﹤0.01%
8,907
-730,824
4525
$231K ﹤0.01%
18,559
+5,917