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
2651
$4.46M ﹤0.01%
161,860
+24,382
2652
$4.45M ﹤0.01%
143,856
-84,965
2653
$4.44M ﹤0.01%
399,500
-411,332
2654
$4.43M ﹤0.01%
390,955
+130,868
2655
$4.42M ﹤0.01%
54,329
+10,525
2656
$4.42M ﹤0.01%
363,153
+2,331
2657
$4.41M ﹤0.01%
121,758
+24,586
2658
$4.4M ﹤0.01%
359,079
-39,858
2659
$4.39M ﹤0.01%
3,798
+793
2660
$4.39M ﹤0.01%
156,639
-9,886
2661
$4.38M ﹤0.01%
152,020
+103,400
2662
$4.38M ﹤0.01%
197,016
-5,705
2663
$4.36M ﹤0.01%
366,572
-241,790
2664
$4.36M ﹤0.01%
335,428
+231,589
2665
$4.35M ﹤0.01%
70,939
-15,740
2666
$4.35M ﹤0.01%
87,641
-45,642
2667
$4.35M ﹤0.01%
245,132
-127,926
2668
$4.34M ﹤0.01%
135,862
-62,454
2669
$4.34M ﹤0.01%
274,000
+6,519
2670
$4.34M ﹤0.01%
+60,742
2671
$4.33M ﹤0.01%
246,940
-10,987
2672
$4.32M ﹤0.01%
424,318
-224,245
2673
$4.32M ﹤0.01%
337,770
-353,970
2674
$4.31M ﹤0.01%
189,662
-15,783
2675
$4.3M ﹤0.01%
166,695
+63,502