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
5251
$63K ﹤0.01%
855
+255
5252
$63K ﹤0.01%
7,975
+3,466
5253
$63K ﹤0.01%
3,699
+1,512
5254
$63K ﹤0.01%
9,887
+1,644
5255
$63K ﹤0.01%
10,748
5256
$63K ﹤0.01%
2,500
5257
$63K ﹤0.01%
83,826
5258
$63K ﹤0.01%
16,502
-278
5259
$62K ﹤0.01%
1,240
5260
$62K ﹤0.01%
3,350
5261
$62K ﹤0.01%
1,574
-1,161
5262
$62K ﹤0.01%
5,516
+52
5263
$62K ﹤0.01%
4
+2
5264
$62K ﹤0.01%
2,164
5265
$62K ﹤0.01%
6,001
-3,450
5266
$61K ﹤0.01%
1,299
-742
5267
$61K ﹤0.01%
3,700
-15,053
5268
$61K ﹤0.01%
64
-91
5269
$61K ﹤0.01%
5,012
+5,002
5270
$61K ﹤0.01%
20,000
-537
5271
$61K ﹤0.01%
875
+275
5272
$61K ﹤0.01%
5,583
-2,282
5273
$61K ﹤0.01%
875
+275
5274
$61K ﹤0.01%
4,036
-1,169
5275
$61K ﹤0.01%
46,958
+16,600