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
2201
$9.23M ﹤0.01%
201,642
+27,698
2202
$9.23M ﹤0.01%
556,791
-66,465
2203
$9.22M ﹤0.01%
433,722
+60,731
2204
$9.22M ﹤0.01%
227,341
+13,785
2205
$9.19M ﹤0.01%
370,673
+90,003
2206
$9.19M ﹤0.01%
125,048
+24,015
2207
$9.19M ﹤0.01%
594,893
+386,506
2208
$9.18M ﹤0.01%
364,125
+29,525
2209
$9.18M ﹤0.01%
285,569
-6,209
2210
$9.16M ﹤0.01%
885,381
+118,675
2211
$9.16M ﹤0.01%
285,458
+25,488
2212
$9.15M ﹤0.01%
133,138
-23,869
2213
$9.15M ﹤0.01%
316,139
+113,700
2214
$9.13M ﹤0.01%
184,098
+57,418
2215
$9.12M ﹤0.01%
126,356
+27,501
2216
$9.1M ﹤0.01%
382,120
+1,156
2217
$9.1M ﹤0.01%
318,008
+1,530
2218
$9.09M ﹤0.01%
1,752,022
+36,857
2219
$9.09M ﹤0.01%
213,274
+40,828
2220
$9.09M ﹤0.01%
544,270
+50,793
2221
$9.09M ﹤0.01%
141,031
-89,296
2222
$9.07M ﹤0.01%
537,951
-1,281,662
2223
$9.07M ﹤0.01%
198,870
-2,893
2224
$9.04M ﹤0.01%
304,783
+189,436
2225
$9.04M ﹤0.01%
217,500
+83,306