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
2826
$3.5M ﹤0.01%
73,158
-12,460
2827
$3.5M ﹤0.01%
1,871
-3,587
2828
$3.5M ﹤0.01%
123,223
+12,465
2829
$3.49M ﹤0.01%
105,255
-53,203
2830
$3.49M ﹤0.01%
134,951
+35,005
2831
$3.48M ﹤0.01%
82,214
-8,429
2832
$3.48M ﹤0.01%
123,156
+102,234
2833
$3.48M ﹤0.01%
292,434
-117,045
2834
$3.48M ﹤0.01%
117,051
-55,107
2835
$3.48M ﹤0.01%
56,104
-1,058
2836
$3.47M ﹤0.01%
64,255
-22,032
2837
$3.47M ﹤0.01%
275,174
+8,875
2838
$3.47M ﹤0.01%
35,377
+9,163
2839
$3.47M ﹤0.01%
176,230
-70,823
2840
$3.47M ﹤0.01%
284,267
-27,978
2841
$3.46M ﹤0.01%
84,258
-3,228
2842
$3.46M ﹤0.01%
113,708
-6,800
2843
$3.46M ﹤0.01%
9,056
-4,524
2844
$3.45M ﹤0.01%
93,317
+11,268
2845
$3.44M ﹤0.01%
424,275
+250,807
2846
$3.44M ﹤0.01%
180,486
+47,523
2847
$3.44M ﹤0.01%
244,325
+36,427
2848
$3.44M ﹤0.01%
16,487
+13,332
2849
$3.43M ﹤0.01%
190,022
+162,632
2850
$3.42M ﹤0.01%
184,559
-16,370