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
5026
$105K ﹤0.01%
30,358
-16,396
5027
$104K ﹤0.01%
5,857
+3,085
5028
$104K ﹤0.01%
20,000
-11,896
5029
$104K ﹤0.01%
16,032
+7,441
5030
$103K ﹤0.01%
11,546
+5,193
5031
$103K ﹤0.01%
6,127
-2,138
5032
$103K ﹤0.01%
+70,000
5033
$103K ﹤0.01%
9,666
+2,849
5034
$103K ﹤0.01%
6,954
-5,292
5035
$103K ﹤0.01%
+4,477
5036
$102K ﹤0.01%
4,552
-1,361
5037
$102K ﹤0.01%
3,425
-2,504
5038
$102K ﹤0.01%
11,697
-10,046
5039
$102K ﹤0.01%
17,797
+13,886
5040
$102K ﹤0.01%
7,600
+7,500
5041
$101K ﹤0.01%
2,149
+1,169
5042
$101K ﹤0.01%
3,699
-370
5043
$100K ﹤0.01%
2,899
-85
5044
$100K ﹤0.01%
12,635
+2,550
5045
$100K ﹤0.01%
2,359
5046
$99K ﹤0.01%
2,507
+1,137
5047
$99K ﹤0.01%
2,167
-804
5048
$99K ﹤0.01%
8,500
+5,250
5049
$98K ﹤0.01%
3,195
+2,252
5050
$98K ﹤0.01%
1,666
+811