Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.09%
 

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
+23.09%
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
6901
-25,000
6902
-8,452
6903
$0 ﹤0.01%
113
-5,654
6904
-235,000
6905
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100
6906
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+25
6907
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6908
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6909
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6910
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6911
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6912
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243
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6913
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63
+30
6914
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6919
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6921
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6922
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6923
-890,895
6924
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6925
-41,104