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
1801
$14.9M ﹤0.01%
197,026
+37,108
1802
$14.9M ﹤0.01%
199,588
-20,916
1803
$14.9M ﹤0.01%
209,756
-12,777
1804
$14.8M ﹤0.01%
338,490
+824
1805
$14.8M ﹤0.01%
818,117
-924
1806
$14.8M ﹤0.01%
576,919
+107,420
1807
$14.8M ﹤0.01%
465,578
-43,050
1808
$14.8M ﹤0.01%
482,694
+34,652
1809
$14.8M ﹤0.01%
362,747
+67,417
1810
$14.8M ﹤0.01%
978,711
+604,501
1811
$14.8M ﹤0.01%
217,262
+5,684
1812
$14.8M ﹤0.01%
419,060
+21,472
1813
$14.7M ﹤0.01%
3,095,181
+97,546
1814
$14.7M ﹤0.01%
274,418
-6,038
1815
$14.6M ﹤0.01%
887,474
-229,425
1816
$14.6M ﹤0.01%
290,810
+90,127
1817
$14.6M ﹤0.01%
408,778
-77,662
1818
$14.6M ﹤0.01%
279,355
-34,172
1819
$14.6M ﹤0.01%
461,898
+59,807
1820
$14.6M ﹤0.01%
222,968
-51,274
1821
$14.6M ﹤0.01%
306,402
+41,155
1822
$14.6M ﹤0.01%
221,164
-9,390
1823
$14.5M ﹤0.01%
193,800
-6,184
1824
$14.5M ﹤0.01%
246,032
-191,622
1825
$14.5M ﹤0.01%
1,866,860
+1,034,134