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
5076
$93K ﹤0.01%
22,337
-16,428
5077
$92K ﹤0.01%
1,240
+717
5078
$92K ﹤0.01%
11,014
+11,006
5079
$92K ﹤0.01%
1,161
+764
5080
$92K ﹤0.01%
4,108
+150
5081
$92K ﹤0.01%
39,320
+25,629
5082
$92K ﹤0.01%
1,925
-494
5083
$92K ﹤0.01%
16,979
-1,171
5084
$91K ﹤0.01%
649
-290
5085
$91K ﹤0.01%
12,765
+108
5086
$91K ﹤0.01%
3,417
+598
5087
$91K ﹤0.01%
8,778
-2,000
5088
$91K ﹤0.01%
8,000
+3,500
5089
$90K ﹤0.01%
6,376
-86,687
5090
$90K ﹤0.01%
5,100
+2,230
5091
$90K ﹤0.01%
7,143
+1,391
5092
$90K ﹤0.01%
2,729
+1,958
5093
$90K ﹤0.01%
6,721
-3,000
5094
$90K ﹤0.01%
2,492
+1,541
5095
$89K ﹤0.01%
1,076
+461
5096
$89K ﹤0.01%
943
-7,027
5097
$89K ﹤0.01%
3,083
+420
5098
$89K ﹤0.01%
3,188
-948
5099
$88K ﹤0.01%
2,500
-150
5100
$88K ﹤0.01%
12,473
+2,483