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
4551
$254K ﹤0.01%
42,627
+32,658
4552
$254K ﹤0.01%
21,273
+2,714
4553
$253K ﹤0.01%
10,154
+3,513
4554
$251K ﹤0.01%
6,045
-191
4555
$251K ﹤0.01%
11,114
+1,354
4556
$250K ﹤0.01%
8,683
-99
4557
$250K ﹤0.01%
9,518
4558
$249K ﹤0.01%
6,919
4559
$249K ﹤0.01%
46,879
+2,500
4560
$248K ﹤0.01%
32,451
-83,780
4561
$248K ﹤0.01%
3,139
+3,053
4562
$247K ﹤0.01%
9,530
-3,169
4563
$247K ﹤0.01%
3,567
+482
4564
$247K ﹤0.01%
3,706
+1,152
4565
$246K ﹤0.01%
427
+38
4566
$246K ﹤0.01%
23,878
+19,653
4567
$246K ﹤0.01%
76,626
+293
4568
$246K ﹤0.01%
10,563
+609
4569
$246K ﹤0.01%
8,027
+1,615
4570
$246K ﹤0.01%
14,742
+727
4571
$246K ﹤0.01%
9,901
+3,141
4572
$246K ﹤0.01%
21,531
+2,598
4573
$245K ﹤0.01%
22,002
+11,023
4574
$244K ﹤0.01%
4,874
+835
4575
$244K ﹤0.01%
18,897
+2,955