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
5401
$46K ﹤0.01%
2,414
-148
5402
$46K ﹤0.01%
1,578
+328
5403
$46K ﹤0.01%
750
-15,000
5404
$46K ﹤0.01%
18,138
+3,890
5405
$45K ﹤0.01%
2,575
5406
$45K ﹤0.01%
11,854
+6,397
5407
$45K ﹤0.01%
3,344
+3,250
5408
$45K ﹤0.01%
1,173
+348
5409
$45K ﹤0.01%
965
+824
5410
$45K ﹤0.01%
5,924
+780
5411
$45K ﹤0.01%
1,398
+372
5412
$45K ﹤0.01%
730
+29
5413
$45K ﹤0.01%
297
+212
5414
$45K ﹤0.01%
6,395
+395
5415
$44K ﹤0.01%
2,750
+252
5416
$44K ﹤0.01%
+2,615
5417
$44K ﹤0.01%
3,656
+156
5418
$44K ﹤0.01%
3,820
-1,640
5419
$44K ﹤0.01%
620
-709
5420
$44K ﹤0.01%
27
+18
5421
$44K ﹤0.01%
19,358
-977,822
5422
$43K ﹤0.01%
2,267
-9,318
5423
$43K ﹤0.01%
650
5424
$43K ﹤0.01%
+1,992
5425
$43K ﹤0.01%
2,765
+1,145