Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

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 Quarter Est. Return
1 Year Est. Return
+19.29%
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
2501
$6.57M ﹤0.01%
40,860
+4,157
2502
$6.55M ﹤0.01%
678,874
+122,875
2503
$6.54M ﹤0.01%
372,258
+45,017
2504
$6.54M ﹤0.01%
237,535
+6,776
2505
$6.53M ﹤0.01%
198,153
-25,300
2506
$6.52M ﹤0.01%
150,215
-170,878
2507
$6.51M ﹤0.01%
261,772
+22,317
2508
$6.49M ﹤0.01%
+117,909
2509
$6.48M ﹤0.01%
195,015
+98,698
2510
$6.48M ﹤0.01%
73,694
-65,257
2511
$6.47M ﹤0.01%
283,742
-41,823
2512
$6.46M ﹤0.01%
170,555
-47,919
2513
$6.45M ﹤0.01%
95,146
-324,638
2514
$6.45M ﹤0.01%
564,081
-53,541
2515
$6.45M ﹤0.01%
1,226,323
+48,323
2516
$6.45M ﹤0.01%
86,679
-3,774
2517
$6.43M ﹤0.01%
230,612
-93,295
2518
$6.42M ﹤0.01%
1,368,322
+106,562
2519
$6.42M ﹤0.01%
169,772
+11,974
2520
$6.41M ﹤0.01%
73,924
+27,054
2521
$6.4M ﹤0.01%
182,621
-9,629
2522
$6.35M ﹤0.01%
76,860
+1,195
2523
$6.34M ﹤0.01%
758,428
+354,412
2524
$6.34M ﹤0.01%
347,674
-2,940
2525
$6.33M ﹤0.01%
272,560
+14,131