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
5676
$13K ﹤0.01%
2,686
+469
5677
$13K ﹤0.01%
+211
5678
$13K ﹤0.01%
309
-825
5679
$13K ﹤0.01%
1,064
+473
5680
$13K ﹤0.01%
9,384
+8,062
5681
$13K ﹤0.01%
1,064
+938
5682
$13K ﹤0.01%
733
-154
5683
$13K ﹤0.01%
6,009
+931
5684
$12K ﹤0.01%
4,819
-5,785
5685
$12K ﹤0.01%
+5,000
5686
$12K ﹤0.01%
648
+535
5687
$12K ﹤0.01%
1,259
-2,270
5688
$12K ﹤0.01%
1,054
5689
$12K ﹤0.01%
13,340
-5,226
5690
$12K ﹤0.01%
1,200
5691
$12K ﹤0.01%
+500
5692
$12K ﹤0.01%
100
5693
$12K ﹤0.01%
2,606
-8,435
5694
$12K ﹤0.01%
500
5695
$12K ﹤0.01%
11,501
-138
5696
$12K ﹤0.01%
8,500
-1,922
5697
$12K ﹤0.01%
416
-518
5698
$12K ﹤0.01%
1,672
+1,578
5699
$11K ﹤0.01%
977
+960
5700
$11K ﹤0.01%
450
-10,413