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
2551
$4.92M ﹤0.01%
252,260
+70,196
2552
$4.92M ﹤0.01%
133,801
-6,223
2553
$4.92M ﹤0.01%
376,939
+44,889
2554
$4.92M ﹤0.01%
116,532
+108,347
2555
$4.91M ﹤0.01%
100,668
+18,131
2556
$4.89M ﹤0.01%
+272,209
2557
$4.89M ﹤0.01%
373,801
+26,127
2558
$4.87M ﹤0.01%
84,811
-47,169
2559
$4.87M ﹤0.01%
58,087
+34,803
2560
$4.86M ﹤0.01%
79,310
+12,667
2561
$4.86M ﹤0.01%
253,579
+281
2562
$4.85M ﹤0.01%
239,820
-40
2563
$4.85M ﹤0.01%
391,779
-26,954
2564
$4.84M ﹤0.01%
281,220
-4,273
2565
$4.84M ﹤0.01%
1,214,912
-348,559
2566
$4.83M ﹤0.01%
255,770
-215,985
2567
$4.83M ﹤0.01%
179,425
-15,414
2568
$4.83M ﹤0.01%
253,136
-312,782
2569
$4.81M ﹤0.01%
168,278
+17,264
2570
$4.8M ﹤0.01%
146,985
-34,048
2571
$4.8M ﹤0.01%
96,851
+3,838
2572
$4.79M ﹤0.01%
306,931
+75,629
2573
$4.79M ﹤0.01%
242,614
+11,997
2574
$4.79M ﹤0.01%
185,072
-235,048
2575
$4.79M ﹤0.01%
61,977
-32,013