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
4626
$225K ﹤0.01%
5,425
+3,556
4627
$225K ﹤0.01%
17,938
+4,071
4628
$225K ﹤0.01%
7,366
+532
4629
$224K ﹤0.01%
7,390
+60
4630
$224K ﹤0.01%
19,817
-32,831
4631
$223K ﹤0.01%
6,579
-899
4632
$223K ﹤0.01%
13,732
-180
4633
$223K ﹤0.01%
79,758
-3
4634
$223K ﹤0.01%
155
-236
4635
$222K ﹤0.01%
9,272
+5,208
4636
$222K ﹤0.01%
50,198
+38,083
4637
$221K ﹤0.01%
9,510
-1,349
4638
$221K ﹤0.01%
8,273
+1,178
4639
$221K ﹤0.01%
10,869
+4,214
4640
$219K ﹤0.01%
2,181
+1,021
4641
$219K ﹤0.01%
14,697
-4,409
4642
$218K ﹤0.01%
6,018
-17,252
4643
$218K ﹤0.01%
8,392
+134
4644
$217K ﹤0.01%
15,642
+6,593
4645
$216K ﹤0.01%
7,632
+5,799
4646
$216K ﹤0.01%
15,147
-167,275
4647
$215K ﹤0.01%
8,004
+1,867
4648
$215K ﹤0.01%
6,590
+1,618
4649
$215K ﹤0.01%
14,091
+5,283
4650
$214K ﹤0.01%
19,849
+2,650