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
3026
$2.72M ﹤0.01%
123,880
-2,165
3027
$2.71M ﹤0.01%
67,433
+51,594
3028
$2.71M ﹤0.01%
29,771
-34,054
3029
$2.71M ﹤0.01%
222,259
-369,220
3030
$2.71M ﹤0.01%
535,458
+61,275
3031
$2.71M ﹤0.01%
107,345
-3,128
3032
$2.71M ﹤0.01%
77,717
+68,125
3033
$2.71M ﹤0.01%
371,200
+105,781
3034
$2.71M ﹤0.01%
289,556
+3,278
3035
$2.7M ﹤0.01%
104,291
+13,692
3036
$2.7M ﹤0.01%
250,164
-52,882
3037
$2.7M ﹤0.01%
95,877
+16,994
3038
$2.68M ﹤0.01%
123,967
-1,040
3039
$2.67M ﹤0.01%
127,061
-4,192
3040
$2.67M ﹤0.01%
28,469
+2,219
3041
$2.67M ﹤0.01%
164,288
+143,415
3042
$2.67M ﹤0.01%
155,422
+10,321
3043
$2.66M ﹤0.01%
59,135
-22,442
3044
$2.65M ﹤0.01%
60,944
+10,365
3045
$2.64M ﹤0.01%
144,476
+28,657
3046
$2.63M ﹤0.01%
239,533
+117,666
3047
$2.63M ﹤0.01%
55,105
-21,835
3048
$2.63M ﹤0.01%
174,645
-14,192
3049
$2.62M ﹤0.01%
163,207
+21,204
3050
$2.62M ﹤0.01%
94,554
-36,306