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
2801
$3.62M ﹤0.01%
174,291
+91,773
2802
$3.62M ﹤0.01%
169,664
-66,933
2803
$3.6M ﹤0.01%
123,989
+35,726
2804
$3.6M ﹤0.01%
151,446
+8,451
2805
$3.6M ﹤0.01%
77,996
+67,759
2806
$3.6M ﹤0.01%
149,544
-103,709
2807
$3.59M ﹤0.01%
112,731
+60,834
2808
$3.59M ﹤0.01%
146,189
-10,751
2809
$3.59M ﹤0.01%
268,245
-174,622
2810
$3.58M ﹤0.01%
290,915
+48,932
2811
$3.58M ﹤0.01%
116,175
-75,585
2812
$3.56M ﹤0.01%
796,229
-86,155
2813
$3.56M ﹤0.01%
141,379
-67,098
2814
$3.56M ﹤0.01%
210,163
+10,190
2815
$3.55M ﹤0.01%
257,699
+22,672
2816
$3.54M ﹤0.01%
196,230
+30,090
2817
$3.54M ﹤0.01%
210,840
+10,096
2818
$3.54M ﹤0.01%
118,369
-95,535
2819
$3.53M ﹤0.01%
119,135
+118,885
2820
$3.53M ﹤0.01%
157,524
-35,472
2821
$3.52M ﹤0.01%
200,240
-19,777
2822
$3.52M ﹤0.01%
382,480
-16,712
2823
$3.51M ﹤0.01%
87,458
+25,278
2824
$3.51M ﹤0.01%
137,733
+92,085
2825
$3.5M ﹤0.01%
109,071
+16,679