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
3051
$2.62M ﹤0.01%
147,879
+30,482
3052
$2.62M ﹤0.01%
356,904
-25,721
3053
$2.62M ﹤0.01%
205,181
-21,323
3054
$2.61M ﹤0.01%
+100,000
3055
$2.61M ﹤0.01%
196,153
+53,080
3056
$2.61M ﹤0.01%
64,267
+4,818
3057
$2.61M ﹤0.01%
246,842
+9,112
3058
$2.61M ﹤0.01%
59,436
+37,548
3059
$2.59M ﹤0.01%
45,365
-128
3060
$2.59M ﹤0.01%
186,369
+11,919
3061
$2.58M ﹤0.01%
+93,313
3062
$2.58M ﹤0.01%
240,483
-4,677
3063
$2.58M ﹤0.01%
37,340
-36,584
3064
$2.58M ﹤0.01%
1,288,934
-114,469
3065
$2.57M ﹤0.01%
107,925
+14,774
3066
$2.57M ﹤0.01%
323,451
+134,974
3067
$2.57M ﹤0.01%
93,412
-590,758
3068
$2.56M ﹤0.01%
908,519
+301,003
3069
$2.56M ﹤0.01%
148,643
-14,849
3070
$2.56M ﹤0.01%
248,541
-4,975
3071
$2.56M ﹤0.01%
131,953
-3,989
3072
$2.56M ﹤0.01%
194,576
-69,414
3073
$2.55M ﹤0.01%
196,815
-89,524
3074
$2.55M ﹤0.01%
183,764
+3,406
3075
$2.54M ﹤0.01%
185,033
-33,745