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
$524B
AUM Growth
-$69.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,885
New
Increased
Reduced
Closed

Sector Composition

1 Technology 9.1%
2 Healthcare 7.98%
3 Financials 7.97%
4 Industrials 6.14%
5 Consumer Discretionary 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2301
$6.63M ﹤0.01%
112,113
+29,392
2302
$6.63M ﹤0.01%
72,441
+37,208
2303
$6.62M ﹤0.01%
123,498
+57,069
2304
$6.62M ﹤0.01%
574,870
+232,312
2305
$6.62M ﹤0.01%
856,763
+41,898
2306
$6.6M ﹤0.01%
216,487
+186,243
2307
$6.6M ﹤0.01%
414,944
-131,463
2308
$6.59M ﹤0.01%
700,718
+6,176
2309
$6.58M ﹤0.01%
477,066
+31,180
2310
$6.58M ﹤0.01%
249,386
-3,321
2311
$6.58M ﹤0.01%
267,595
+18,708
2312
$6.54M ﹤0.01%
377,016
-45,690
2313
$6.54M ﹤0.01%
981,271
+703,615
2314
$6.49M ﹤0.01%
87,708
-1,045
2315
$6.49M ﹤0.01%
380,713
-138,426
2316
$6.48M ﹤0.01%
113,914
-107,250
2317
$6.44M ﹤0.01%
436,861
+169,506
2318
$6.44M ﹤0.01%
406,743
-150,048
2319
$6.44M ﹤0.01%
38,826
+441
2320
$6.43M ﹤0.01%
729,687
-198,381
2321
$6.41M ﹤0.01%
978,808
-488,087
2322
$6.41M ﹤0.01%
496,494
+136,471
2323
$6.4M ﹤0.01%
163,188
-20,135
2324
$6.39M ﹤0.01%
898,500
+543,603
2325
$6.38M ﹤0.01%
185,932
+11,878