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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
4801
$137K ﹤0.01%
2,345
-2,570
4802
$137K ﹤0.01%
6,100
-666
4803
$136K ﹤0.01%
5,724
-4,014
4804
$136K ﹤0.01%
4,851
-1,559
4805
$136K ﹤0.01%
5,830
+2,716
4806
$136K ﹤0.01%
67,544
+20,182
4807
$136K ﹤0.01%
4,833
-3,054
4808
$136K ﹤0.01%
762
-433
4809
$136K ﹤0.01%
8,554
-373
4810
$136K ﹤0.01%
2,200
4811
$135K ﹤0.01%
57,569
+29,095
4812
$135K ﹤0.01%
6,500
-50,212
4813
$135K ﹤0.01%
419
+353
4814
$135K ﹤0.01%
20,537
+437
4815
$135K ﹤0.01%
2,695
+261
4816
$134K ﹤0.01%
11,934
-20,790
4817
$134K ﹤0.01%
8,735
-5,425
4818
$133K ﹤0.01%
12,294
+8,855
4819
$133K ﹤0.01%
22,404
+5,179
4820
$133K ﹤0.01%
9,721
4821
$132K ﹤0.01%
4,390
+116
4822
$132K ﹤0.01%
6,655
-514
4823
$132K ﹤0.01%
322,453
4824
$132K ﹤0.01%
8,834
-14,355
4825
$132K ﹤0.01%
+8,235