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Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 25.25%
 

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
+25.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$557B
AUM Growth
+$25.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,819
New
Increased
Reduced
Closed

Top Sells

1 +$759M
2 +$656M
3 +$604M
4
PM icon
Philip Morris
PM
+$535M
5
PAYX icon
Paychex
PAYX
+$501M

Sector Composition

1 Technology 10.08%
2 Financials 8.59%
3 Healthcare 7.1%
4 Industrials 7.07%
5 Consumer Discretionary 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
5401
$40K ﹤0.01%
726
+12
5402
$40K ﹤0.01%
14,435
+3,250
5403
$40K ﹤0.01%
+1,242
5404
$39K ﹤0.01%
1,637
-541
5405
$39K ﹤0.01%
1,447
+672
5406
$39K ﹤0.01%
1,675
+2
5407
$39K ﹤0.01%
1,349
+1,207
5408
$39K ﹤0.01%
66
-64
5409
$39K ﹤0.01%
3,342
+2,800
5410
$38K ﹤0.01%
2,391
-973
5411
$38K ﹤0.01%
3,752
-564
5412
$38K ﹤0.01%
4,417
-270
5413
$38K ﹤0.01%
3,860
-7,795
5414
$38K ﹤0.01%
1,034
+263
5415
$38K ﹤0.01%
523
5416
$38K ﹤0.01%
1,177
-123
5417
$38K ﹤0.01%
+600
5418
$38K ﹤0.01%
579
+429
5419
$38K ﹤0.01%
369
+248
5420
$38K ﹤0.01%
7,413
+6,307
5421
$37K ﹤0.01%
1,612
-1,640
5422
$37K ﹤0.01%
10,004
-127
5423
$37K ﹤0.01%
+2,498
5424
$37K ﹤0.01%
1,489
-4,234
5425
$37K ﹤0.01%
951
+450