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
5701
$15K ﹤0.01%
500
-500
5702
$15K ﹤0.01%
1,098
+98
5703
$15K ﹤0.01%
1,100
5704
$15K ﹤0.01%
+150
5705
$15K ﹤0.01%
+876
5706
$14K ﹤0.01%
+200
5707
$14K ﹤0.01%
504
+25
5708
$14K ﹤0.01%
1,339
-298
5709
$14K ﹤0.01%
1,000
+132
5710
$14K ﹤0.01%
193
-8
5711
$14K ﹤0.01%
2,167
+407
5712
$14K ﹤0.01%
+306
5713
$14K ﹤0.01%
1,471
+122
5714
$14K ﹤0.01%
3,482
+1,279
5715
$14K ﹤0.01%
632
+232
5716
$14K ﹤0.01%
4,868
-6,186
5717
$14K ﹤0.01%
+743
5718
$14K ﹤0.01%
1,225
5719
$13K ﹤0.01%
1,100
-39
5720
$13K ﹤0.01%
+508
5721
$13K ﹤0.01%
693
+161
5722
$13K ﹤0.01%
1,860
+1,000
5723
-1
5724
0
5725
$13K ﹤0.01%
1,200
-9