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
$524B
AUM Growth
-$69.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,885
New
Increased
Reduced
Closed

Sector Composition

1 Technology 9.1%
2 Healthcare 7.98%
3 Financials 7.97%
4 Industrials 6.14%
5 Consumer Discretionary 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
5001
$112K ﹤0.01%
32,290
+13,471
5002
$112K ﹤0.01%
32,129
+6,462
5003
$111K ﹤0.01%
5,481
+2,422
5004
$111K ﹤0.01%
19,199
-467
5005
$111K ﹤0.01%
5,787
+5,245
5006
$111K ﹤0.01%
3,408
+1,259
5007
$111K ﹤0.01%
14,136
+5,076
5008
$110K ﹤0.01%
301
-700
5009
$110K ﹤0.01%
14,280
+5,132
5010
$110K ﹤0.01%
3,113
+1,296
5011
$110K ﹤0.01%
11,551
+3,911
5012
$110K ﹤0.01%
2,799
-3,679
5013
$110K ﹤0.01%
1,010
+718
5014
$109K ﹤0.01%
6,484
+1,058
5015
$109K ﹤0.01%
12,308
+7,699
5016
$109K ﹤0.01%
13,587
+6,695
5017
$109K ﹤0.01%
21,712
+6,493
5018
$109K ﹤0.01%
5,969
-56,420
5019
$109K ﹤0.01%
3,376
+477
5020
$108K ﹤0.01%
12,417
-24,782
5021
$108K ﹤0.01%
25,800
-11,000
5022
$108K ﹤0.01%
5,056
+1,576
5023
$108K ﹤0.01%
6,316
+2,204
5024
$108K ﹤0.01%
16,860
+3,936
5025
$108K ﹤0.01%
10,757
+1,282