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Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 25.25%
 

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
+25.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$557B
AUM Growth
+$25.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,819
New
Increased
Reduced
Closed

Top Sells

1 +$759M
2 +$656M
3 +$604M
4
PM icon
Philip Morris
PM
+$535M
5
PAYX icon
Paychex
PAYX
+$501M

Sector Composition

1 Technology 10.08%
2 Financials 8.59%
3 Healthcare 7.1%
4 Industrials 7.07%
5 Consumer Discretionary 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
5201
$59K ﹤0.01%
3,329
+2,818
5202
$59K ﹤0.01%
21
-6
5203
$59K ﹤0.01%
5,460
-1,459
5204
$59K ﹤0.01%
1,334
+827
5205
$59K ﹤0.01%
2,064
-488
5206
$59K ﹤0.01%
1,869
+1,358
5207
$59K ﹤0.01%
1,374
+995
5208
$59K ﹤0.01%
509
-4,369
5209
$59K ﹤0.01%
3,200
-3,228
5210
$59K ﹤0.01%
4,512
-2,122
5211
$59K ﹤0.01%
3,692
+87
5212
$59K ﹤0.01%
3,212
-595
5213
$59K ﹤0.01%
3,779
-21,196
5214
$58K ﹤0.01%
4,732
+3,668
5215
$58K ﹤0.01%
2,848
+1,013
5216
$58K ﹤0.01%
1,010
-431
5217
$58K ﹤0.01%
746
-266
5218
$58K ﹤0.01%
16,557
-324,818
5219
$58K ﹤0.01%
4,424
+3,614
5220
$58K ﹤0.01%
2,051
-52
5221
$58K ﹤0.01%
4,000
5222
$58K ﹤0.01%
3,037
-326
5223
$58K ﹤0.01%
9,876
+2,674
5224
$58K ﹤0.01%
5,330
-1,229
5225
$58K ﹤0.01%
5,021
+2,112