Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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
1
$15.9B 2.48%
54,779,488
-6,473,288
2
$13B 2.02%
202,409,475
+5,527,246
3
$11.7B 1.82%
39,926,394
+13,201,004
4
$9.06B 1.41%
160,502,960
+1,990,952
5
$8.5B 1.32%
31,832,108
+17,438,829
6
$8.43B 1.31%
73,709,932
+345,043
7
$6.94B 1.08%
134,042,648
-2,003,833
8
$6.29B 0.98%
56,789,819
+798,653
9
$6.26B 0.98%
62,537,820
+4,541,940
10
$6.04B 0.94%
53,569,950
+1,500,905
11
$5.56B 0.87%
128,559,012
+2,370,229
12
$5.23B 0.81%
50,614,084
-349,373
13
$5.19B 0.81%
25,623,534
-2,764,747
14
$5.13B 0.8%
32,909,175
+702,011
15
$5.12B 0.8%
65,608,323
-89,323
16
$5.05B 0.79%
31,351,750
+414,477
17
$4.77B 0.74%
37,673,705
+823,183
18
$4.64B 0.72%
57,647,270
-628,583
19
$4.59B 0.72%
33,253,764
+4,796,282
20
$4.59B 0.71%
109,662,791
-3,245,529
21
$4.57B 0.71%
93,888,953
-1,876,489
22
$4.42B 0.69%
26,224,637
-712,759
23
$4.1B 0.64%
35,646,638
-4,943,850
24
$3.9B 0.61%
33,265,427
+5,198,836
25
$3.78B 0.59%
44,442,370
-1,112,777