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
$594B
AUM Growth
+$36.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,888
New
Increased
Reduced
Closed

Sector Composition

1 Technology 9.97%
2 Financials 8.51%
3 Healthcare 7.76%
4 Industrials 7.14%
5 Consumer Discretionary 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4526
$267K ﹤0.01%
93,775
+53,998
4527
$265K ﹤0.01%
12,748
-2,013
4528
$265K ﹤0.01%
8,020
-1,600
4529
$265K ﹤0.01%
27,390
+1,808
4530
$265K ﹤0.01%
11,494
4531
$264K ﹤0.01%
1,166
+804
4532
$264K ﹤0.01%
5,451
-131
4533
$264K ﹤0.01%
14,066
+996
4534
$263K ﹤0.01%
5,803
-101,042
4535
$263K ﹤0.01%
8,803
-67,000
4536
$263K ﹤0.01%
21,050
-1,892
4537
$263K ﹤0.01%
20,607
-5,961
4538
$262K ﹤0.01%
95,417
+72,453
4539
$261K ﹤0.01%
8,301
+448
4540
$261K ﹤0.01%
+64,366
4541
$259K ﹤0.01%
11,952
-728
4542
$259K ﹤0.01%
25,667
+17,252
4543
$258K ﹤0.01%
58,446
+24,388
4544
$258K ﹤0.01%
18,547
-17,573
4545
$257K ﹤0.01%
50,381
+7,342
4546
$256K ﹤0.01%
14,319
-49,119
4547
$256K ﹤0.01%
6,146
-1,026
4548
$256K ﹤0.01%
12,362
+1,538
4549
$256K ﹤0.01%
4,300
-4,294
4550
$255K ﹤0.01%
2,549
-749