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
4901
$112K ﹤0.01%
2,950
-4,569
4902
$112K ﹤0.01%
1,973
-2,760
4903
$112K ﹤0.01%
5,556
+1,219
4904
$112K ﹤0.01%
43,381
-11,176
4905
$112K ﹤0.01%
4,256
4906
$112K ﹤0.01%
8,336
-345
4907
$112K ﹤0.01%
11,800
+2,988
4908
$111K ﹤0.01%
4,602
+1,740
4909
$111K ﹤0.01%
11,910
-886
4910
$111K ﹤0.01%
5,811
+2,984
4911
$110K ﹤0.01%
7,297
+594
4912
$110K ﹤0.01%
10,035
+9,363
4913
$110K ﹤0.01%
4,065
+223
4914
$110K ﹤0.01%
4,069
-30,758
4915
$110K ﹤0.01%
4,200
+2,200
4916
$110K ﹤0.01%
10,955
-4,810
4917
$109K ﹤0.01%
2,171
+726
4918
$109K ﹤0.01%
2,661
-2,106
4919
$109K ﹤0.01%
8,402
-2,007
4920
$109K ﹤0.01%
6,433
+1,323
4921
$109K ﹤0.01%
4,000
4922
$108K ﹤0.01%
2,831
-5,010
4923
$108K ﹤0.01%
4,512
-8,503
4924
$108K ﹤0.01%
1,903
-5,641
4925
$108K ﹤0.01%
2,419
-1,544