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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
5501
$30K ﹤0.01%
397
-616
5502
$30K ﹤0.01%
1,575
-500
5503
$30K ﹤0.01%
+1,000
5504
$30K ﹤0.01%
3,253
-152
5505
$30K ﹤0.01%
1,117
+779
5506
$30K ﹤0.01%
12,655
5507
$29K ﹤0.01%
41
5508
$29K ﹤0.01%
304
-30,242
5509
$29K ﹤0.01%
1,931
-585
5510
$29K ﹤0.01%
19,103
5511
$29K ﹤0.01%
3,000
5512
$29K ﹤0.01%
3,000
-1,053
5513
$29K ﹤0.01%
11
+8
5514
$29K ﹤0.01%
1,332
+954
5515
$29K ﹤0.01%
11,501
5516
$29K ﹤0.01%
2,500
5517
$29K ﹤0.01%
1,743
-8,903
5518
$29K ﹤0.01%
2,000
5519
$28K ﹤0.01%
4,595
+1,041
5520
$28K ﹤0.01%
2,000
5521
$28K ﹤0.01%
1,423
-19
5522
$28K ﹤0.01%
1,870
+13
5523
$28K ﹤0.01%
1,035
+2
5524
$28K ﹤0.01%
2,834
+122
5525
$28K ﹤0.01%
1,881
+1,422