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
2901
$3.22M ﹤0.01%
171,257
-11,620
2902
$3.22M ﹤0.01%
39,467
-41,853
2903
$3.22M ﹤0.01%
80,107
-15,304
2904
$3.21M ﹤0.01%
343,122
-107,611
2905
$3.21M ﹤0.01%
447,114
+394,943
2906
$3.21M ﹤0.01%
195,478
+26,166
2907
$3.2M ﹤0.01%
865,139
-503,183
2908
$3.19M ﹤0.01%
358,846
+122,544
2909
$3.19M ﹤0.01%
256,785
-13,796
2910
$3.19M ﹤0.01%
279,603
-372,318
2911
$3.18M ﹤0.01%
272,568
+96,260
2912
$3.17M ﹤0.01%
274,781
-13,355
2913
$3.17M ﹤0.01%
65,434
-65,591
2914
$3.16M ﹤0.01%
276,629
-95,492
2915
$3.16M ﹤0.01%
52,216
+14,886
2916
$3.15M ﹤0.01%
83,360
+47,409
2917
$3.15M ﹤0.01%
122,921
+120,421
2918
$3.15M ﹤0.01%
176,144
+80,292
2919
$3.14M ﹤0.01%
168,596
+60,251
2920
$3.14M ﹤0.01%
75,117
+707
2921
$3.14M ﹤0.01%
69,925
-84,907
2922
$3.13M ﹤0.01%
604,953
-283,437
2923
$3.13M ﹤0.01%
44,978
+39,342
2924
$3.12M ﹤0.01%
134,410
+11,510
2925
$3.11M ﹤0.01%
374,121
-6,124