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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
4751
$151K ﹤0.01%
7,750
+3,374
4752
$151K ﹤0.01%
3,830
+2,360
4753
$151K ﹤0.01%
5,976
-7,578
4754
$151K ﹤0.01%
2,717
+24
4755
$150K ﹤0.01%
11,571
-1,358
4756
$148K ﹤0.01%
635
-125
4757
$148K ﹤0.01%
10,988
-81
4758
$148K ﹤0.01%
9,049
+4,084
4759
$148K ﹤0.01%
1,666
+659
4760
$147K ﹤0.01%
17,007
4761
$146K ﹤0.01%
+6,596
4762
$146K ﹤0.01%
2,207
-43,513
4763
$145K ﹤0.01%
9,606
-10,279
4764
$145K ﹤0.01%
8,961
-2,868
4765
$145K ﹤0.01%
6,229
-3,034
4766
$145K ﹤0.01%
3,622
-1,056
4767
$144K ﹤0.01%
11,484
+823
4768
$144K ﹤0.01%
21,581
-1,785
4769
$144K ﹤0.01%
4,848
-420
4770
$144K ﹤0.01%
8,662
-51,880
4771
$144K ﹤0.01%
5,437
+2,265
4772
$144K ﹤0.01%
5,200
4773
$144K ﹤0.01%
13,310
+956
4774
$143K ﹤0.01%
7,883
+2,655
4775
$143K ﹤0.01%
651
-182