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
4851
$145K ﹤0.01%
7,855
+2,915
4852
$145K ﹤0.01%
2,200
4853
$145K ﹤0.01%
10,390
+4,527
4854
$144K ﹤0.01%
215,309
+202,859
4855
$144K ﹤0.01%
21,679
+98
4856
$144K ﹤0.01%
9,382
+3,160
4857
$143K ﹤0.01%
5,436
-806
4858
$143K ﹤0.01%
2,330
+293
4859
$143K ﹤0.01%
6,655
+4,523
4860
$143K ﹤0.01%
17,206
+3,599
4861
$143K ﹤0.01%
15,956
+5,001
4862
$142K ﹤0.01%
6,662
-451
4863
$142K ﹤0.01%
4,184
+480
4864
$141K ﹤0.01%
17,568
+4,444
4865
$140K ﹤0.01%
3,305
-2,492
4866
$140K ﹤0.01%
58,167
-1,810
4867
$140K ﹤0.01%
10,694
+3,939
4868
$140K ﹤0.01%
25,922
+9,365
4869
$140K ﹤0.01%
13,600
-7,617
4870
$140K ﹤0.01%
20,224
-2,180
4871
$140K ﹤0.01%
+8,212
4872
$139K ﹤0.01%
3,554
+1,795
4873
$139K ﹤0.01%
5,962
+132
4874
$139K ﹤0.01%
2,611
-25
4875
$139K ﹤0.01%
14,862
-3,725