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
2926
$3.11M ﹤0.01%
54,806
-35,602
2927
$3.11M ﹤0.01%
57,422
-22,199
2928
$3.11M ﹤0.01%
117,589
-17,081
2929
$3.1M ﹤0.01%
67,964
+39,780
2930
$3.1M ﹤0.01%
278,529
-4,226
2931
$3.1M ﹤0.01%
52,538
-4,800
2932
$3.09M ﹤0.01%
59,367
+10,626
2933
$3.09M ﹤0.01%
121,096
+14,061
2934
$3.09M ﹤0.01%
95,352
+30,384
2935
$3.09M ﹤0.01%
189,132
-27,881
2936
$3.08M ﹤0.01%
94,059
+17,148
2937
$3.06M ﹤0.01%
119,031
-18,076
2938
$3.06M ﹤0.01%
78,177
+53,071
2939
$3.06M ﹤0.01%
216,012
-189,762
2940
$3.06M ﹤0.01%
76,030
+23,121
2941
$3.06M ﹤0.01%
539,969
+354,192
2942
$3.05M ﹤0.01%
205,381
+35,697
2943
$3.05M ﹤0.01%
126,376
+39,630
2944
$3.05M ﹤0.01%
217,647
-204,098
2945
$3.04M ﹤0.01%
71,969
+39,818
2946
$3.04M ﹤0.01%
83,619
-148,937
2947
$3.04M ﹤0.01%
63,584
-5,752
2948
$3.04M ﹤0.01%
55,842
-21,296
2949
$3.04M ﹤0.01%
173,056
+124,321
2950
$3.03M ﹤0.01%
84,218
+16,787