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
6301
$10K ﹤0.01%
942
+138
6302
$10K ﹤0.01%
+300
6303
$10K ﹤0.01%
1,076
-3,263
6304
$10K ﹤0.01%
1,638
+1,578
6305
$10K ﹤0.01%
+975
6306
$10K ﹤0.01%
550
+50
6307
$10K ﹤0.01%
4,098
+3,831
6308
$10K ﹤0.01%
4,183
-28,965
6309
$10K ﹤0.01%
313
-3,496
6310
$10K ﹤0.01%
+7
6311
$10K ﹤0.01%
+1,000
6312
$10K ﹤0.01%
240
-1,468
6313
$10K ﹤0.01%
1,192
-5,661
6314
$10K ﹤0.01%
218
+8
6315
$10K ﹤0.01%
193
-108
6316
$10K ﹤0.01%
1,000
6317
$10K ﹤0.01%
+950
6318
$10K ﹤0.01%
+12,196
6319
$10K ﹤0.01%
+1,000
6320
$10K ﹤0.01%
1,000
+334
6321
$10K ﹤0.01%
800
-1,900
6322
$10K ﹤0.01%
4,894
-1,498
6323
$9K ﹤0.01%
501
+500
6324
$9K ﹤0.01%
915
-4,774
6325
$9K ﹤0.01%
140