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
5301
$58K ﹤0.01%
27,717
-29,852
5302
$58K ﹤0.01%
9,362
+5,307
5303
$58K ﹤0.01%
540
+140
5304
$58K ﹤0.01%
1,755
+992
5305
$58K ﹤0.01%
1,941
+656
5306
$57K ﹤0.01%
2,465
5307
$57K ﹤0.01%
2,508
+1,458
5308
$57K ﹤0.01%
7,605
-19,733
5309
$57K ﹤0.01%
1,874
-190
5310
$57K ﹤0.01%
1,883
-1,131
5311
$57K ﹤0.01%
4,000
5312
$57K ﹤0.01%
1,467
-1,142
5313
$57K ﹤0.01%
1,462
+522
5314
$57K ﹤0.01%
4,509
-2,399
5315
$57K ﹤0.01%
6,121
+2,554
5316
$56K ﹤0.01%
17,480
+9,854
5317
$56K ﹤0.01%
9,148
+2,364
5318
$56K ﹤0.01%
2,513
+2,013
5319
$56K ﹤0.01%
21,107
+3,107
5320
$56K ﹤0.01%
3,069
-8,007
5321
$56K ﹤0.01%
33,587
+1,371
5322
$56K ﹤0.01%
3,062
+1,740
5323
$56K ﹤0.01%
7,616
+4,490
5324
$56K ﹤0.01%
902
-317
5325
$56K ﹤0.01%
2,373
-23,337