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
$893B
AUM Growth
+$57.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,571
New
Increased
Reduced
Closed

Top Sells

1 +$2.61B
2 +$1.72B
3 +$1.34B
4
AMZN icon
Amazon
AMZN
+$1.02B
5
JPM icon
JPMorgan Chase
JPM
+$949M

Sector Composition

1 Technology 12.64%
2 Financials 7.98%
3 Healthcare 7.14%
4 Consumer Discretionary 6.18%
5 Industrials 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
6026
$32K ﹤0.01%
2
6027
$32K ﹤0.01%
630
-4,251
6028
$32K ﹤0.01%
1,691
-11,421
6029
$32K ﹤0.01%
403
-5,972
6030
$32K ﹤0.01%
2,084
+151
6031
$32K ﹤0.01%
+33,333
6032
$32K ﹤0.01%
150
-1
6033
$31K ﹤0.01%
+1,000
6034
$31K ﹤0.01%
+641
6035
$31K ﹤0.01%
571
+18
6036
$31K ﹤0.01%
4,166
-24
6037
$31K ﹤0.01%
5,629
-750
6038
$31K ﹤0.01%
976
-6,755
6039
$31K ﹤0.01%
6,750
+5,801
6040
$31K ﹤0.01%
4
6041
$31K ﹤0.01%
16,000
+4,200
6042
$30K ﹤0.01%
5,245
6043
$30K ﹤0.01%
+757
6044
$30K ﹤0.01%
1,969
-63,952
6045
$30K ﹤0.01%
1,215
-409
6046
$30K ﹤0.01%
3,178
-16,633
6047
$30K ﹤0.01%
1,700
6048
$30K ﹤0.01%
10,414
-30,881
6049
$30K ﹤0.01%
3,030
-84
6050
$30K ﹤0.01%
1,553
-1,583