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
$893B
AUM Growth
+$57.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,571
New
Increased
Reduced
Closed

Top Sells

1 +$2.61B
2 +$1.72B
3 +$1.34B
4
AMZN icon
Amazon
AMZN
+$1.02B
5
JPM icon
JPMorgan Chase
JPM
+$949M

Sector Composition

1 Technology 12.64%
2 Financials 7.98%
3 Healthcare 7.14%
4 Consumer Discretionary 6.18%
5 Industrials 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
5301
$167K ﹤0.01%
12,570
-21,221
5302
$167K ﹤0.01%
6,570
-10
5303
$167K ﹤0.01%
3,260
-8,369
5304
$166K ﹤0.01%
3,961
-6,881
5305
$166K ﹤0.01%
6,465
+326
5306
$166K ﹤0.01%
20,419
-28,507
5307
$166K ﹤0.01%
+12,950
5308
$165K ﹤0.01%
4,095
-606
5309
$165K ﹤0.01%
10,482
-11,507
5310
$164K ﹤0.01%
7,170
-9,791
5311
$164K ﹤0.01%
4,762
-2,513
5312
$163K ﹤0.01%
38,743
-6,580
5313
$163K ﹤0.01%
2,225
+2,205
5314
$163K ﹤0.01%
1,766
+1,202
5315
$163K ﹤0.01%
10,500
-378
5316
$163K ﹤0.01%
1,912
-2,865
5317
$162K ﹤0.01%
12,111
+2,837
5318
$162K ﹤0.01%
31
+21
5319
$161K ﹤0.01%
6,260
+1,058
5320
$161K ﹤0.01%
24,779
-37,245
5321
$161K ﹤0.01%
+4,145
5322
$161K ﹤0.01%
23,505
-30,034
5323
$161K ﹤0.01%
3,383
5324
$161K ﹤0.01%
+16,200
5325
$160K ﹤0.01%
515
-409