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
4651
$213K ﹤0.01%
12,367
-19,069
4652
$213K ﹤0.01%
8,792
-1,757
4653
$212K ﹤0.01%
7,336
+1,716
4654
$211K ﹤0.01%
4,613
-742
4655
$208K ﹤0.01%
23,366
+361
4656
$208K ﹤0.01%
5,557
-20,516
4657
$208K ﹤0.01%
577
+47
4658
$207K ﹤0.01%
4,768
+1,783
4659
$207K ﹤0.01%
120,244
+119,550
4660
$207K ﹤0.01%
878
-1,821
4661
$205K ﹤0.01%
27,751
+5,531
4662
$205K ﹤0.01%
4,873
+3,986
4663
$205K ﹤0.01%
10,622
+7,923
4664
$204K ﹤0.01%
7,248
-1,216
4665
$203K ﹤0.01%
12,695
-74
4666
$203K ﹤0.01%
20,724
+7,513
4667
$203K ﹤0.01%
11,700
-13,352
4668
$203K ﹤0.01%
7,751
+1,400
4669
$202K ﹤0.01%
21,562
-71,156
4670
$201K ﹤0.01%
14,527
+4,435
4671
$201K ﹤0.01%
8,490
-6,530
4672
$201K ﹤0.01%
12,431
+454
4673
$201K ﹤0.01%
11,512
-3,485
4674
$199K ﹤0.01%
5,287
-3,271
4675
$199K ﹤0.01%
17,130
-1,000