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
5351
$52K ﹤0.01%
4,178
+378
5352
$52K ﹤0.01%
2,218
+3
5353
$52K ﹤0.01%
7,619
-6,337
5354
$52K ﹤0.01%
18,368
+916
5355
$52K ﹤0.01%
9,554
-8,357
5356
$52K ﹤0.01%
630
+300
5357
$52K ﹤0.01%
10
+4
5358
$52K ﹤0.01%
109
+43
5359
$51K ﹤0.01%
+1,141
5360
$51K ﹤0.01%
600
5361
$51K ﹤0.01%
600
5362
$51K ﹤0.01%
4,754
-2,739
5363
$51K ﹤0.01%
2,187
-1,105
5364
$51K ﹤0.01%
10,258
+4,483
5365
$51K ﹤0.01%
2,190
-86,774
5366
$51K ﹤0.01%
9,528
-11,009
5367
$51K ﹤0.01%
5,174
+3,962
5368
$50K ﹤0.01%
1,057
5369
$50K ﹤0.01%
9,820
+6,954
5370
$50K ﹤0.01%
600
5371
$50K ﹤0.01%
2,004
+1,065
5372
$50K ﹤0.01%
3,062
5373
$49K ﹤0.01%
2,100
+100
5374
$49K ﹤0.01%
4,417
5375
$49K ﹤0.01%
+877