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
5126
$85K ﹤0.01%
12,390
+8,166
5127
$85K ﹤0.01%
10,795
+5,045
5128
$84K ﹤0.01%
3,156
+1,709
5129
$84K ﹤0.01%
2,293
+806
5130
$84K ﹤0.01%
2,091
-16,706
5131
$84K ﹤0.01%
6,892
-2,265
5132
$84K ﹤0.01%
4,112
+1,622
5133
$84K ﹤0.01%
2,811
+2,202
5134
$84K ﹤0.01%
+1,174
5135
$84K ﹤0.01%
2,270
5136
$83K ﹤0.01%
4,291
+526
5137
$83K ﹤0.01%
12,800
+4,244
5138
$83K ﹤0.01%
7,821
-400
5139
$83K ﹤0.01%
14,488
+700
5140
$83K ﹤0.01%
49,006
-194,357
5141
$83K ﹤0.01%
3,018
5142
$82K ﹤0.01%
12,906
+4,570
5143
$82K ﹤0.01%
3,480
+1,624
5144
$82K ﹤0.01%
9,811
-9,887
5145
$82K ﹤0.01%
8,125
+3,493
5146
$82K ﹤0.01%
2,556
-154,565
5147
$81K ﹤0.01%
28,800
5148
$81K ﹤0.01%
3,000
-1,200
5149
$81K ﹤0.01%
+1
5150
$81K ﹤0.01%
6,437
+1,416