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
4701
$165K ﹤0.01%
6,351
-5,300
4702
$164K ﹤0.01%
14,463
+7,502
4703
$164K ﹤0.01%
6,641
-48,535
4704
$164K ﹤0.01%
11,361
+312
4705
$164K ﹤0.01%
11,690
-44,450
4706
$163K ﹤0.01%
19,698
-1,343
4707
$163K ﹤0.01%
9,764
+7,417
4708
$162K ﹤0.01%
2,001
+1
4709
$162K ﹤0.01%
12,246
-19,373
4710
$162K ﹤0.01%
20,067
-9,138
4711
$162K ﹤0.01%
11,572
-3,533
4712
$162K ﹤0.01%
5,284
-129,400
4713
$161K ﹤0.01%
13,867
-873
4714
$161K ﹤0.01%
6,137
-2,365
4715
$160K ﹤0.01%
4,095
-1,198
4716
$160K ﹤0.01%
18,030
+200
4717
$160K ﹤0.01%
5,983
+815
4718
$160K ﹤0.01%
69,504
+29,552
4719
$159K ﹤0.01%
15,569
+6,214
4720
$159K ﹤0.01%
7,219
-37,899
4721
$159K ﹤0.01%
+4,925
4722
$159K ﹤0.01%
5,305
+2,379
4723
$159K ﹤0.01%
6,742
+177
4724
$158K ﹤0.01%
5,574
+121
4725
$158K ﹤0.01%
4,987
+683