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
5001
$109K ﹤0.01%
2,254
+1,419
5002
$109K ﹤0.01%
1,935
+97
5003
$109K ﹤0.01%
8,783
+583
5004
$109K ﹤0.01%
4,000
5005
$108K ﹤0.01%
41,627
-488
5006
$108K ﹤0.01%
5,632
+3,729
5007
$107K ﹤0.01%
9,552
+956
5008
$107K ﹤0.01%
5,948
+1,687
5009
$107K ﹤0.01%
14,517
+1,353
5010
$107K ﹤0.01%
8,340
-15,708
5011
$107K ﹤0.01%
5,283
+1,707
5012
$106K ﹤0.01%
4,021
+1,689
5013
$106K ﹤0.01%
10,763
-17,294
5014
$106K ﹤0.01%
4,161
-2,001
5015
$106K ﹤0.01%
5,425
-804
5016
$106K ﹤0.01%
4,258
+1,109
5017
$106K ﹤0.01%
6,710
+1,140
5018
$105K ﹤0.01%
1,138
+33
5019
$105K ﹤0.01%
27,225
5020
$105K ﹤0.01%
3,668
+134
5021
$105K ﹤0.01%
5,320
+1,285
5022
$105K ﹤0.01%
54,952
-13,344
5023
$105K ﹤0.01%
1,114
-552
5024
$105K ﹤0.01%
4,409
+2,696
5025
$105K ﹤0.01%
3,195
-383