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
$524B
AUM Growth
-$69.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,885
New
Increased
Reduced
Closed

Sector Composition

1 Technology 9.1%
2 Healthcare 7.98%
3 Financials 7.97%
4 Industrials 6.14%
5 Consumer Discretionary 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
5526
$26K ﹤0.01%
40,772
+40,114
5527
$26K ﹤0.01%
1,306
-31,155
5528
$26K ﹤0.01%
11
5529
$26K ﹤0.01%
3,064
-1,256
5530
$26K ﹤0.01%
2,399
+2,261
5531
$26K ﹤0.01%
331
+258
5532
$26K ﹤0.01%
1,000
5533
$26K ﹤0.01%
22,373
+16,454
5534
$26K ﹤0.01%
2,000
5535
$26K ﹤0.01%
2,877
+2,477
5536
$25K ﹤0.01%
13,469
+10,891
5537
$25K ﹤0.01%
3,688
-3,779
5538
$25K ﹤0.01%
3,443
+443
5539
$25K ﹤0.01%
6,164
+1,659
5540
$25K ﹤0.01%
157
5541
$25K ﹤0.01%
557
+362
5542
$25K ﹤0.01%
11,077
+2,797
5543
$24K ﹤0.01%
600
+498
5544
$24K ﹤0.01%
4,039
+3,476
5545
$24K ﹤0.01%
+328
5546
$24K ﹤0.01%
4,531
-19,693
5547
$24K ﹤0.01%
1,685
+170
5548
$24K ﹤0.01%
2,764
+232
5549
$24K ﹤0.01%
6,800
-9,000
5550
$24K ﹤0.01%
1,786
-97