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
5076
$98K ﹤0.01%
1,573
+1,380
5077
$98K ﹤0.01%
5,579
+1,575
5078
$98K ﹤0.01%
10,009
+4,113
5079
$98K ﹤0.01%
6,935
+2,465
5080
$98K ﹤0.01%
1,740
+1,171
5081
$98K ﹤0.01%
12,992
-22,968
5082
$98K ﹤0.01%
2,466
+337
5083
$98K ﹤0.01%
290
+181
5084
$98K ﹤0.01%
8,240
+5,404
5085
$98K ﹤0.01%
9,277
-1,652
5086
$97K ﹤0.01%
2,005
-606
5087
$97K ﹤0.01%
11,214
+3,570
5088
$97K ﹤0.01%
3,943
-1,231
5089
$96K ﹤0.01%
16,765
+8,186
5090
$96K ﹤0.01%
4,274
+3,174
5091
$96K ﹤0.01%
13,799
-2,778
5092
$96K ﹤0.01%
18,525
-853
5093
$96K ﹤0.01%
7,495
5094
$95K ﹤0.01%
2,072
+137
5095
$95K ﹤0.01%
3,360
+6
5096
$95K ﹤0.01%
800
+203
5097
$94K ﹤0.01%
159
+21
5098
$94K ﹤0.01%
+5,212
5099
$94K ﹤0.01%
13,622
-6,195
5100
$93K ﹤0.01%
6,186
-3,621