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
5651
$15K ﹤0.01%
4,400
-1,975
5652
$15K ﹤0.01%
6,519
-1,369
5653
$15K ﹤0.01%
516
-8,287
5654
$15K ﹤0.01%
5,262
+1,842
5655
$15K ﹤0.01%
1,702
5656
$15K ﹤0.01%
+673
5657
$15K ﹤0.01%
1,000
-80
5658
$15K ﹤0.01%
39
-24
5659
$15K ﹤0.01%
1,037
+37
5660
$14K ﹤0.01%
6,127
5661
$14K ﹤0.01%
+303
5662
$14K ﹤0.01%
634
-2,350
5663
$14K ﹤0.01%
2,400
-242
5664
$14K ﹤0.01%
250
-34
5665
$14K ﹤0.01%
+7,600
5666
$14K ﹤0.01%
412
5667
$14K ﹤0.01%
+493
5668
$14K ﹤0.01%
1,100
5669
$14K ﹤0.01%
2,407
+1,884
5670
$14K ﹤0.01%
49,188
+29,830
5671
$14K ﹤0.01%
771
-1,949
5672
$14K ﹤0.01%
1,750
-75
5673
$14K ﹤0.01%
315
5674
$13K ﹤0.01%
868
+498
5675
$13K ﹤0.01%
1,864
-1,405