Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.09%
 

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
+23.09%
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
5376
$147K ﹤0.01%
22,630
-16,392
5377
$147K ﹤0.01%
15,001
+1
5378
$147K ﹤0.01%
34,306
-18,094
5379
$147K ﹤0.01%
15,000
5380
$145K ﹤0.01%
6,323
-16,627
5381
$145K ﹤0.01%
5,022
-11,399
5382
$145K ﹤0.01%
7,781
-11,006
5383
$145K ﹤0.01%
48,926
+16,078
5384
$145K ﹤0.01%
3,736
-503
5385
$144K ﹤0.01%
1,443
-2,929
5386
$144K ﹤0.01%
10,476
-1,058
5387
$143K ﹤0.01%
20,288
-36,798
5388
$142K ﹤0.01%
17,540
-7,620
5389
$142K ﹤0.01%
32,884
-190,165
5390
$142K ﹤0.01%
5,427
-15,898
5391
$141K ﹤0.01%
2,679
-416
5392
$141K ﹤0.01%
809
-779
5393
$141K ﹤0.01%
5,567
+60
5394
$141K ﹤0.01%
+20,212
5395
$141K ﹤0.01%
47,660
+18,059
5396
$141K ﹤0.01%
2,005
5397
$141K ﹤0.01%
1,850
+95
5398
$140K ﹤0.01%
11,906
-6,632
5399
$140K ﹤0.01%
14,000
5400
$140K ﹤0.01%
3,312
+2,657