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
5226
$69K ﹤0.01%
20,095
+12,839
5227
$69K ﹤0.01%
2,509
+2,353
5228
$68K ﹤0.01%
2,230
-20,806
5229
$68K ﹤0.01%
30,704
+15,509
5230
$68K ﹤0.01%
4,774
+2,452
5231
$68K ﹤0.01%
18,324
+8,568
5232
$68K ﹤0.01%
13,788
-700
5233
$67K ﹤0.01%
290
+186
5234
$66K ﹤0.01%
4,841
-11,399
5235
$65K ﹤0.01%
+3,974
5236
$65K ﹤0.01%
7,079
-16,799
5237
$65K ﹤0.01%
3,225
-16,260
5238
$65K ﹤0.01%
46,696
5239
$65K ﹤0.01%
2,643
+875
5240
$65K ﹤0.01%
8,751
+6,756
5241
$65K ﹤0.01%
297,703
-13,300
5242
$65K ﹤0.01%
11,006
+2,881
5243
$64K ﹤0.01%
4,236
+1,621
5244
$64K ﹤0.01%
6,212
+430
5245
$64K ﹤0.01%
8,234
-1,577
5246
$64K ﹤0.01%
2,950
+465
5247
$64K ﹤0.01%
3,000
5248
$64K ﹤0.01%
5,100
+65
5249
$63K ﹤0.01%
17,397
+9,927
5250
$63K ﹤0.01%
67