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
2701
$4.15M ﹤0.01%
893,881
-9,630
2702
$4.15M ﹤0.01%
326,653
-33,558
2703
$4.14M ﹤0.01%
117,354
+7,449
2704
$4.13M ﹤0.01%
79,198
+38,037
2705
$4.13M ﹤0.01%
242,660
-133,542
2706
$4.13M ﹤0.01%
117,560
+20,487
2707
$4.13M ﹤0.01%
116,396
+28,751
2708
$4.12M ﹤0.01%
101,173
+19,596
2709
$4.12M ﹤0.01%
413,101
-383,437
2710
$4.12M ﹤0.01%
221,267
+46,336
2711
$4.12M ﹤0.01%
304,324
+33,136
2712
$4.11M ﹤0.01%
229,407
-18,405
2713
$4.11M ﹤0.01%
497,782
+39,323
2714
$4.11M ﹤0.01%
255,833
-49,198
2715
$4.1M ﹤0.01%
65,799
+38,727
2716
$4.09M ﹤0.01%
145,326
-51,837
2717
$4.09M ﹤0.01%
143,870
+10,016
2718
$4.09M ﹤0.01%
79,567
+12,056
2719
$4.08M ﹤0.01%
16,959
+7,236
2720
$4.08M ﹤0.01%
110,347
+11,852
2721
$4.08M ﹤0.01%
613,535
+334,471
2722
$4.08M ﹤0.01%
819,012
-407,130
2723
$4.08M ﹤0.01%
388,248
-76
2724
$4.08M ﹤0.01%
61,909
+4,018
2725
$4.07M ﹤0.01%
7,283,066
-6,033,284