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
$557B
AUM Growth
+$25.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,819
New
Increased
Reduced
Closed

Top Sells

1 +$759M
2 +$656M
3 +$604M
4
PM icon
Philip Morris
PM
+$535M
5
PAYX icon
Paychex
PAYX
+$501M

Sector Composition

1 Technology 10.08%
2 Financials 8.59%
3 Healthcare 7.1%
4 Industrials 7.07%
5 Consumer Discretionary 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1876
$13.1M ﹤0.01%
500,196
+125,305
1877
$13.1M ﹤0.01%
222,997
+57,552
1878
$13.1M ﹤0.01%
721,598
+2,336
1879
$13.1M ﹤0.01%
178,615
-40,078
1880
$13.1M ﹤0.01%
135,767
-8,487
1881
$13.1M ﹤0.01%
297,840
-50,797
1882
$13.1M ﹤0.01%
363,375
+712
1883
$13.1M ﹤0.01%
151,907
-10,981
1884
$13M ﹤0.01%
301,905
-76,511
1885
$13M ﹤0.01%
3,465,685
+9,997
1886
$13M ﹤0.01%
576,542
+45,672
1887
$13M ﹤0.01%
360,582
+21,507
1888
$13M ﹤0.01%
386,657
+2,792
1889
$13M ﹤0.01%
1,414,319
+43,410
1890
$13M ﹤0.01%
159,574
-31,401
1891
$13M ﹤0.01%
448,042
+5,100
1892
$12.9M ﹤0.01%
356,849
-12,921
1893
$12.9M ﹤0.01%
122,118
-75,369
1894
$12.9M ﹤0.01%
143,300
-62,025
1895
$12.9M ﹤0.01%
430,144
+285,694
1896
$12.9M ﹤0.01%
297,175
+91,545
1897
$12.9M ﹤0.01%
55,742
+4,087
1898
$12.9M ﹤0.01%
807,684
-137,772
1899
$12.9M ﹤0.01%
967,427
-236,929
1900
$12.9M ﹤0.01%
472,145
+18,631