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
5751
$12K ﹤0.01%
4,740
-14,286
5752
$12K ﹤0.01%
404
5753
$12K ﹤0.01%
78
+15
5754
$12K ﹤0.01%
10
+8
5755
$12K ﹤0.01%
1,144
+114
5756
$12K ﹤0.01%
1,618
+432
5757
$12K ﹤0.01%
+263
5758
$12K ﹤0.01%
73
+58
5759
$12K ﹤0.01%
436
-360
5760
$12K ﹤0.01%
866
-12,000
5761
$12K ﹤0.01%
295
+285
5762
$12K ﹤0.01%
5,965
-3,222
5763
$12K ﹤0.01%
2,000
5764
$12K ﹤0.01%
3,850
-11,056
5765
$12K ﹤0.01%
384
-1,389
5766
$12K ﹤0.01%
961
5767
$11K ﹤0.01%
1,997
+1,893
5768
$11K ﹤0.01%
404
5769
$11K ﹤0.01%
3,874
+1,424
5770
0
5771
$11K ﹤0.01%
4,082
+2,747
5772
$11K ﹤0.01%
2,599
-30,845
5773
$11K ﹤0.01%
273
+271
5774
$11K ﹤0.01%
+260
5775
$11K ﹤0.01%
580
+521