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
5201
$71K ﹤0.01%
2,261
-3,463
5202
$71K ﹤0.01%
+2,813
5203
$71K ﹤0.01%
7,057
-9,170
5204
$71K ﹤0.01%
+1,773
5205
$71K ﹤0.01%
8,508
-391
5206
$71K ﹤0.01%
8,243
+5,274
5207
$70K ﹤0.01%
3,068
+1,870
5208
$70K ﹤0.01%
4,470
+1,630
5209
$70K ﹤0.01%
1,636
+262
5210
$70K ﹤0.01%
9,488
-10,491
5211
$70K ﹤0.01%
4,463
-595
5212
$70K ﹤0.01%
5,900
-5,210
5213
$70K ﹤0.01%
4,498
+767
5214
$70K ﹤0.01%
5,088
+1,990
5215
$70K ﹤0.01%
1,017
+505
5216
$70K ﹤0.01%
5,301
-1,743
5217
$70K ﹤0.01%
211
-4
5218
$70K ﹤0.01%
640
-30
5219
$69K ﹤0.01%
3,893
+188
5220
$69K ﹤0.01%
5,117
+2,163
5221
$69K ﹤0.01%
133
+78
5222
$69K ﹤0.01%
1,134
+312
5223
$69K ﹤0.01%
46,696
5224
$69K ﹤0.01%
1,913
+281
5225
$68K ﹤0.01%
7,537
-2,072