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
4001
$683K ﹤0.01%
67,210
+18,074
4002
$681K ﹤0.01%
44,603
-4,326
4003
$678K ﹤0.01%
21,485
-765
4004
$677K ﹤0.01%
15,464
-1,294
4005
$676K ﹤0.01%
43,341
+4,751
4006
$673K ﹤0.01%
56,570
+11,674
4007
$672K ﹤0.01%
58,147
+9,903
4008
$671K ﹤0.01%
390,326
+375,326
4009
$669K ﹤0.01%
77,289
-32,909
4010
$668K ﹤0.01%
35,811
+5,897
4011
$666K ﹤0.01%
5,261
+1,990
4012
$666K ﹤0.01%
2,788
+124
4013
$664K ﹤0.01%
24,384
+8,451
4014
$663K ﹤0.01%
14,142
-6,433
4015
$663K ﹤0.01%
42,592
+2,996
4016
$661K ﹤0.01%
62,684
+8,708
4017
$659K ﹤0.01%
47,129
+45,460
4018
$659K ﹤0.01%
36,075
-2,635
4019
$658K ﹤0.01%
6,208
+3,225
4020
$656K ﹤0.01%
14,385
+5,505
4021
$656K ﹤0.01%
35,392
+23,470
4022
$656K ﹤0.01%
32,186
+2,622
4023
$654K ﹤0.01%
48,457
+3,062
4024
$650K ﹤0.01%
19,130
-2,596
4025
$649K ﹤0.01%
1,578
+616