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
2526
$5.07M ﹤0.01%
223,065
+49,881
2527
$5.06M ﹤0.01%
112,528
+36,688
2528
$5.06M ﹤0.01%
+57,000
2529
$5.06M ﹤0.01%
191,112
+109,554
2530
$5.06M ﹤0.01%
252,825
-66,178
2531
$5.05M ﹤0.01%
65,872
-7,822
2532
$5.04M ﹤0.01%
199,414
-74,672
2533
$5.04M ﹤0.01%
1,080,921
+42,080
2534
$5.03M ﹤0.01%
49,895
-8,416
2535
$5.03M ﹤0.01%
200,000
2536
$5.03M ﹤0.01%
170,229
-183,792
2537
$5.03M ﹤0.01%
109,557
+2,312
2538
$5.02M ﹤0.01%
68,748
+21,318
2539
$5.02M ﹤0.01%
212,370
+25,123
2540
$5.01M ﹤0.01%
1,468,648
+243,875
2541
$5M ﹤0.01%
177,113
+16,081
2542
$5M ﹤0.01%
303,231
+4,889
2543
$4.99M ﹤0.01%
200,000
2544
$4.99M ﹤0.01%
1,417,290
+626,531
2545
$4.98M ﹤0.01%
257,297
+10,922
2546
$4.97M ﹤0.01%
103,595
+60,763
2547
$4.97M ﹤0.01%
245,003
+70,052
2548
$4.94M ﹤0.01%
198,982
-86,587
2549
$4.93M ﹤0.01%
441,150
-122,931
2550
$4.93M ﹤0.01%
506,554
-102,414