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
6351
-300,629
6352
-222,285
6353
-333,428
6354
-680
6355
-1,927,061
6356
-11,536
6357
-2,500
6358
-594
6359
-34,472
6360
-6,664
6361
-885
6362
-104,025
6363
-48,773
6364
-29,466
6365
-3,709
6366
-1,745,959
6367
-10,193
6368
0
6369
$0 ﹤0.01%
20
-1,400
6370
$0 ﹤0.01%
25
6371
$0 ﹤0.01%
2
6372
-1,591,817
6373
$0 ﹤0.01%
220
+209
6374
-1
6375
-2,104