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
2501
$5.23M ﹤0.01%
116,820
-300,925
2502
$5.23M ﹤0.01%
117,914
+104,290
2503
$5.23M ﹤0.01%
77,624
+16,408
2504
$5.22M ﹤0.01%
42,658
+1,798
2505
$5.22M ﹤0.01%
165,001
-29,195
2506
$5.21M ﹤0.01%
149,722
+13,191
2507
$5.21M ﹤0.01%
103,375
-46,625
2508
$5.18M ﹤0.01%
218,337
-149,172
2509
$5.17M ﹤0.01%
134,236
-100,297
2510
$5.17M ﹤0.01%
88,770
+45,655
2511
$5.17M ﹤0.01%
366,661
+144,072
2512
$5.16M ﹤0.01%
312,481
-142,600
2513
$5.16M ﹤0.01%
215,642
+37,178
2514
$5.16M ﹤0.01%
231,707
-674,932
2515
$5.16M ﹤0.01%
754,354
+72,341
2516
$5.16M ﹤0.01%
130,325
-82,949
2517
$5.15M ﹤0.01%
245,133
+108,868
2518
$5.14M ﹤0.01%
235,492
+30,331
2519
$5.14M ﹤0.01%
334,438
-12,241
2520
$5.12M ﹤0.01%
189,628
+4,091
2521
$5.11M ﹤0.01%
466,997
+363,965
2522
$5.11M ﹤0.01%
154,778
-82,278
2523
$5.09M ﹤0.01%
171,075
-10,567
2524
$5.09M ﹤0.01%
160,649
-128,567
2525
$5.09M ﹤0.01%
732,965
+141,296