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
3001
$2.83M ﹤0.01%
155,362
-87,121
3002
$2.83M ﹤0.01%
166,116
-18,106
3003
$2.83M ﹤0.01%
65,424
+43,353
3004
$2.83M ﹤0.01%
192,405
-65,824
3005
$2.82M ﹤0.01%
332,079
+193,992
3006
$2.82M ﹤0.01%
31,662
-948
3007
$2.82M ﹤0.01%
119,640
+22,177
3008
$2.8M ﹤0.01%
117,422
-47,391
3009
$2.8M ﹤0.01%
62,252
+19,665
3010
$2.8M ﹤0.01%
107,616
+86,944
3011
$2.79M ﹤0.01%
67,033
+26,384
3012
$2.79M ﹤0.01%
516,279
+289,760
3013
$2.79M ﹤0.01%
54,756
-30,842
3014
$2.78M ﹤0.01%
65,225
+44,986
3015
$2.76M ﹤0.01%
92,581
+30,308
3016
$2.75M ﹤0.01%
62,202
-82,300
3017
$2.74M ﹤0.01%
55,764
+760
3018
$2.74M ﹤0.01%
194,632
+23,631
3019
$2.74M ﹤0.01%
210,056
-23,708
3020
$2.74M ﹤0.01%
32,225
+2,356
3021
$2.73M ﹤0.01%
31,751
-3,350
3022
$2.73M ﹤0.01%
171,728
-16,915
3023
$2.73M ﹤0.01%
144,877
-22,784
3024
$2.73M ﹤0.01%
91,854
-2,380
3025
$2.72M ﹤0.01%
305,337
+18,411