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
2851
$3.42M ﹤0.01%
231,903
-325,860
2852
$3.42M ﹤0.01%
47,146
-9,826
2853
$3.42M ﹤0.01%
52,353
-54,071
2854
$3.4M ﹤0.01%
408,304
-49,629
2855
$3.4M ﹤0.01%
397,395
+62,789
2856
$3.4M ﹤0.01%
70,481
+55,047
2857
$3.39M ﹤0.01%
105,515
-12,032
2858
$3.39M ﹤0.01%
114,554
+8,004
2859
$3.38M ﹤0.01%
212,106
+2,680
2860
$3.38M ﹤0.01%
184,753
+35,959
2861
$3.37M ﹤0.01%
36,139
+21,186
2862
$3.37M ﹤0.01%
145,261
-68,844
2863
$3.37M ﹤0.01%
369,075
-145,828
2864
$3.36M ﹤0.01%
1,979,038
+1,873,937
2865
$3.36M ﹤0.01%
60,384
-26,879
2866
$3.36M ﹤0.01%
104,172
-8,875
2867
$3.36M ﹤0.01%
97,911
+30,575
2868
$3.36M ﹤0.01%
156,714
-236,342
2869
$3.35M ﹤0.01%
18,540
+5,031
2870
$3.35M ﹤0.01%
53,976
+28,253
2871
$3.34M ﹤0.01%
877,878
-199,405
2872
$3.34M ﹤0.01%
182,755
+4,553
2873
$3.34M ﹤0.01%
368,118
-27,177
2874
$3.33M ﹤0.01%
457,284
-57,397
2875
$3.33M ﹤0.01%
330,499
-167,520