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
4951
$123K ﹤0.01%
1,293
+989
4952
$123K ﹤0.01%
2,881
+351
4953
$123K ﹤0.01%
8,280
+5,419
4954
0
4955
$121K ﹤0.01%
14,961
+5,355
4956
$121K ﹤0.01%
19,490
+12,208
4957
$121K ﹤0.01%
3,525
-2,771
4958
$121K ﹤0.01%
9,488
-393,290
4959
$120K ﹤0.01%
5,280
+1,940
4960
$120K ﹤0.01%
13,237
+3,590
4961
$120K ﹤0.01%
2,068
+1,058
4962
$120K ﹤0.01%
4,785
+273
4963
$119K ﹤0.01%
12,928
+1,944
4964
$119K ﹤0.01%
7,012
+2,280
4965
$119K ﹤0.01%
8,285
+2,323
4966
$119K ﹤0.01%
4,404
4967
$119K ﹤0.01%
322,453
4968
$118K ﹤0.01%
5,450
+2,435
4969
$118K ﹤0.01%
2,774
+1,446
4970
$118K ﹤0.01%
5,426
+2,053
4971
$118K ﹤0.01%
5,828
+3,792
4972
$118K ﹤0.01%
6,533
+2,104
4973
$116K ﹤0.01%
10,622
-2,688
4974
$116K ﹤0.01%
5,913
-468
4975
$115K ﹤0.01%
12,239
+329