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
2301
$8.2M ﹤0.01%
164,027
+13,156
2302
$8.2M ﹤0.01%
289,856
+14,500
2303
$8.2M ﹤0.01%
252,707
-5,025
2304
$8.19M ﹤0.01%
73,039
+40,729
2305
$8.19M ﹤0.01%
119,780
-5,077
2306
$8.18M ﹤0.01%
353,184
-3,354,635
2307
$8.18M ﹤0.01%
174,054
-58,714
2308
$8.17M ﹤0.01%
138,703
-13,215
2309
$8.15M ﹤0.01%
259,549
-74,744
2310
$8.13M ﹤0.01%
108,820
+12,321
2311
$8.12M ﹤0.01%
156,991
+45,642
2312
$8.12M ﹤0.01%
927,369
+40,529
2313
$8.08M ﹤0.01%
115,477
-9,817
2314
$8.07M ﹤0.01%
210,775
+78,627
2315
$8.05M ﹤0.01%
275,847
+5,542
2316
$8.04M ﹤0.01%
372,384
-13,798
2317
$8.04M ﹤0.01%
98,496
-92,394
2318
$8.04M ﹤0.01%
131,740
-1,566
2319
$8.02M ﹤0.01%
767,789
-57,955
2320
$8.02M ﹤0.01%
235,226
-82,628
2321
$8.01M ﹤0.01%
46,903
+9,947
2322
$8.01M ﹤0.01%
533,517
-24,564
2323
$7.98M ﹤0.01%
534,719
+32,815
2324
$7.97M ﹤0.01%
957,154
+304,562
2325
$7.97M ﹤0.01%
493,371
+65,485