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
5226
$68K ﹤0.01%
1,890
+1,348
5227
$68K ﹤0.01%
3,047
+1,384
5228
$68K ﹤0.01%
4,651
+2,653
5229
$68K ﹤0.01%
+1,216
5230
$68K ﹤0.01%
569
+200
5231
$68K ﹤0.01%
2
+1
5232
$68K ﹤0.01%
2,904
+2,739
5233
$68K ﹤0.01%
2,710
-1,445
5234
$68K ﹤0.01%
7,226
+3,366
5235
$68K ﹤0.01%
2,199
-5
5236
$67K ﹤0.01%
1,073
-1,134
5237
$67K ﹤0.01%
2,567
+14
5238
$67K ﹤0.01%
8,310
+1,679
5239
$67K ﹤0.01%
848
-133
5240
$67K ﹤0.01%
6,752
+3,000
5241
$67K ﹤0.01%
9,144
+1,384
5242
$66K ﹤0.01%
3,486
+1,649
5243
$66K ﹤0.01%
10,749
-8,530
5244
$66K ﹤0.01%
1,817
+436
5245
$66K ﹤0.01%
+313
5246
$66K ﹤0.01%
3,500
+484
5247
$66K ﹤0.01%
2,874
+274
5248
$66K ﹤0.01%
4,644
+902
5249
$66K ﹤0.01%
2,412
+706
5250
$65K ﹤0.01%
2,085
+984