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
5451
$40K ﹤0.01%
726
5452
$40K ﹤0.01%
1,583
-584
5453
$40K ﹤0.01%
1,071
+430
5454
$39K ﹤0.01%
6,168
+5,864
5455
$39K ﹤0.01%
+2,013
5456
$39K ﹤0.01%
1,975
5457
$39K ﹤0.01%
7,372
+86
5458
$39K ﹤0.01%
775
-1,688
5459
$39K ﹤0.01%
6,012
-34
5460
$39K ﹤0.01%
1,673
-2
5461
$39K ﹤0.01%
157
+85
5462
$39K ﹤0.01%
11,291
+1,287
5463
$39K ﹤0.01%
10,103
+4,059
5464
$39K ﹤0.01%
1,400
-2
5465
$38K ﹤0.01%
6,375
+3,375
5466
$38K ﹤0.01%
2,824
-10
5467
$38K ﹤0.01%
1,536
+13
5468
$38K ﹤0.01%
+1,575
5469
$38K ﹤0.01%
2,039
+1,539
5470
$38K ﹤0.01%
2,095
5471
$38K ﹤0.01%
2,274
-7,490
5472
$38K ﹤0.01%
6,112
-8,750
5473
$37K ﹤0.01%
+179
5474
$37K ﹤0.01%
4,319
-22,504
5475
$37K ﹤0.01%
2,260
+1,032