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
5101
$93K ﹤0.01%
2,916
+2,167
5102
$93K ﹤0.01%
17,912
+8,294
5103
$93K ﹤0.01%
1,635
-291,591
5104
$92K ﹤0.01%
2,059
+1,094
5105
$92K ﹤0.01%
3,851
-2,098
5106
$92K ﹤0.01%
3,777
+1,144
5107
$92K ﹤0.01%
8,688
-14,032
5108
$92K ﹤0.01%
175,000
-479,623
5109
$92K ﹤0.01%
3,980
5110
$92K ﹤0.01%
3,284
+89
5111
$91K ﹤0.01%
39,605
-2,487
5112
$91K ﹤0.01%
85,038
-47,749
5113
$91K ﹤0.01%
7,495
-1,288
5114
$91K ﹤0.01%
+12,141
5115
$90K ﹤0.01%
18,759
-7,754
5116
$90K ﹤0.01%
952
-5,491
5117
$90K ﹤0.01%
3,901
+3,393
5118
$90K ﹤0.01%
3,451
+990
5119
$90K ﹤0.01%
345
+293
5120
$90K ﹤0.01%
3,497
+2,497
5121
$89K ﹤0.01%
298
+34
5122
$89K ﹤0.01%
7,029
+1,929
5123
$89K ﹤0.01%
8,212
5124
$89K ﹤0.01%
6,481
+4,552
5125
$88K ﹤0.01%
8,388
+119