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
4026
$648K ﹤0.01%
65,470
-11,233
4027
$646K ﹤0.01%
53,896
+3,701
4028
$643K ﹤0.01%
11,044
-24,364
4029
$642K ﹤0.01%
7,507
-5,361
4030
$642K ﹤0.01%
165,219
+159,222
4031
$635K ﹤0.01%
12,673
+583
4032
$635K ﹤0.01%
20,196
+2,294
4033
$634K ﹤0.01%
137,919
+40,263
4034
$634K ﹤0.01%
26,650
+1,914
4035
$633K ﹤0.01%
49,233
-1,162
4036
$633K ﹤0.01%
234,459
+211,381
4037
$632K ﹤0.01%
36,377
-30,769
4038
$632K ﹤0.01%
17,196
+9,768
4039
$631K ﹤0.01%
8,322
+8,079
4040
$628K ﹤0.01%
32,134
+24,336
4041
$627K ﹤0.01%
32,743
+21,430
4042
$627K ﹤0.01%
+36,892
4043
$626K ﹤0.01%
15,629
-6,455
4044
$625K ﹤0.01%
41,529
+7,866
4045
$623K ﹤0.01%
25,240
-1,812
4046
$621K ﹤0.01%
23,909
-61,093
4047
$620K ﹤0.01%
60,814
-23,668
4048
$619K ﹤0.01%
42,206
-25,378
4049
$619K ﹤0.01%
58,885
-7,007
4050
$619K ﹤0.01%
26,465
-1,359