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
4951
0
4952
$100K ﹤0.01%
2,530
+2,479
4953
$100K ﹤0.01%
16,002
+6,559
4954
$100K ﹤0.01%
2,040
-200
4955
$100K ﹤0.01%
6,749
+1,957
4956
$100K ﹤0.01%
2,417
+331
4957
$99K ﹤0.01%
12,011
+4,877
4958
$99K ﹤0.01%
2,500
-412
4959
$99K ﹤0.01%
88,364
+48,464
4960
$99K ﹤0.01%
18,464
+13,254
4961
$99K ﹤0.01%
12,012
-16,704
4962
$98K ﹤0.01%
2,640
-1,744
4963
$98K ﹤0.01%
8,855
+1,809
4964
$98K ﹤0.01%
+3,348
4965
$98K ﹤0.01%
2,016
+984
4966
$98K ﹤0.01%
23,078
-11,435
4967
$98K ﹤0.01%
7,495
-9,405
4968
$98K ﹤0.01%
1,943
+1,716
4969
$97K ﹤0.01%
8,596
-181
4970
$96K ﹤0.01%
3,742
-565
4971
$96K ﹤0.01%
13,757
+4,257
4972
$95K ﹤0.01%
+20,503
4973
$95K ﹤0.01%
3,650
-1,454
4974
$95K ﹤0.01%
4,570
+970
4975
$95K ﹤0.01%
1,055
+863