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
4701
$190K ﹤0.01%
5,647
+1,582
4702
$190K ﹤0.01%
9,824
-46,166
4703
$190K ﹤0.01%
22,654
+6,088
4704
$189K ﹤0.01%
6,462
+1,629
4705
$189K ﹤0.01%
11,396
-521,247
4706
$189K ﹤0.01%
17,958
+13,708
4707
$188K ﹤0.01%
19,151
-26,970
4708
$188K ﹤0.01%
4,020
+62
4709
$187K ﹤0.01%
3,430
-7,499
4710
$187K ﹤0.01%
6,452
+1,604
4711
$187K ﹤0.01%
10,400
-17,797
4712
$186K ﹤0.01%
4,772
+1,517
4713
$186K ﹤0.01%
3,600
-30
4714
$186K ﹤0.01%
1,123
+284
4715
$186K ﹤0.01%
9,451
-143,290
4716
$186K ﹤0.01%
4,620
+525
4717
$185K ﹤0.01%
44,323
+13
4718
$185K ﹤0.01%
2,838
+2,259
4719
$185K ﹤0.01%
11,251
-495
4720
$185K ﹤0.01%
5,289
-7,079
4721
$185K ﹤0.01%
31,588
+25,261
4722
$183K ﹤0.01%
9,807
+286
4723
$183K ﹤0.01%
4,577
+2,822
4724
$183K ﹤0.01%
2,725
-86
4725
$183K ﹤0.01%
11,968
+1,160