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
5251
$65K ﹤0.01%
3,420
-22,626
5252
$65K ﹤0.01%
3,809
-153
5253
$65K ﹤0.01%
8,726
+1,135
5254
$65K ﹤0.01%
5,035
+872
5255
$65K ﹤0.01%
1,655
5256
$65K ﹤0.01%
17,400
5257
$64K ﹤0.01%
3,799
+318
5258
$64K ﹤0.01%
747
+1
5259
$64K ﹤0.01%
138
+37
5260
$64K ﹤0.01%
7,467
+28
5261
$64K ﹤0.01%
3,706
+1,084
5262
$64K ﹤0.01%
3,094
+1,635
5263
$64K ﹤0.01%
2,500
5264
$64K ﹤0.01%
5,051
-199
5265
$63K ﹤0.01%
198
-3,517
5266
$63K ﹤0.01%
+1,286
5267
$63K ﹤0.01%
14,763
-1,612
5268
$63K ﹤0.01%
970
5269
$63K ﹤0.01%
3,794
-12,000
5270
$63K ﹤0.01%
15,195
+9,025
5271
$63K ﹤0.01%
9,765
+3,666
5272
$63K ﹤0.01%
2,720
+2,329
5273
$63K ﹤0.01%
1,282
+86
5274
$62K ﹤0.01%
3,353
-1,498
5275
$62K ﹤0.01%
4,023
+1,175