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
$524B
AUM Growth
-$69.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,883
New
Increased
Reduced
Closed

Top Sells

1 +$3.28B
2 +$794M
3 +$578M
4
HSBC icon
HSBC
HSBC
+$533M
5
EMR icon
Emerson Electric
EMR
+$519M

Sector Composition

1 Technology 9.1%
2 Healthcare 7.98%
3 Financials 7.97%
4 Industrials 6.13%
5 Consumer Discretionary 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$5.38M ﹤0.01%
228,918
+22,053
2477
$5.38M ﹤0.01%
148,171
-10,828
2478
$5.38M ﹤0.01%
224,476
+9,677
2479
$5.37M ﹤0.01%
86,536
+8,018
2480
$5.37M ﹤0.01%
117,398
+536
2481
$5.36M ﹤0.01%
250,787
+15,252
2482
$5.36M ﹤0.01%
513,062
+332,498
2483
$5.35M ﹤0.01%
70,136
-28,360
2484
$5.35M ﹤0.01%
+433,653
2485
$5.32M ﹤0.01%
101,244
-7,342
2486
$5.32M ﹤0.01%
205,289
-6,387
2487
$5.32M ﹤0.01%
211,598
-68,392
2488
$5.31M ﹤0.01%
84,904
+4,219
2489
$5.31M ﹤0.01%
127,445
+27,944
2490
$5.3M ﹤0.01%
757,559
+542,004
2491
$5.3M ﹤0.01%
239,943
-240,942
2492
$5.29M ﹤0.01%
350,882
+56,160
2493
$5.29M ﹤0.01%
405,430
+33,119
2494
$5.27M ﹤0.01%
389,808
-20,363
2495
$5.26M ﹤0.01%
131,102
+30,394
2496
$5.26M ﹤0.01%
93,049
-38,723
2497
$5.26M ﹤0.01%
431,951
+36,775
2498
$5.25M ﹤0.01%
31,321
+4,534
2499
$5.24M ﹤0.01%
1,236,470
-3,424
2500
$5.24M ﹤0.01%
185,886
+32,021