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
3076
$2.54M ﹤0.01%
222,394
+73,119
3077
$2.54M ﹤0.01%
50,639
+32,229
3078
$2.54M ﹤0.01%
88,372
+72,299
3079
$2.54M ﹤0.01%
155,553
-23,648
3080
$2.53M ﹤0.01%
275,923
-42,095
3081
$2.52M ﹤0.01%
48,068
-8,224
3082
$2.52M ﹤0.01%
123,956
+3,715
3083
$2.51M ﹤0.01%
427,016
+14,140
3084
$2.51M ﹤0.01%
136,078
-201,359
3085
$2.51M ﹤0.01%
61,865
+1,810
3086
$2.51M ﹤0.01%
116,261
+102,651
3087
$2.5M ﹤0.01%
118,280
-24,367
3088
$2.5M ﹤0.01%
232,155
+20,959
3089
$2.5M ﹤0.01%
95,303
-3,167
3090
$2.49M ﹤0.01%
99,158
+83,424
3091
$2.49M ﹤0.01%
90,281
+11,087
3092
$2.49M ﹤0.01%
33,516
-358,898
3093
$2.48M ﹤0.01%
19,050
+10,384
3094
$2.48M ﹤0.01%
55,538
+7,126
3095
$2.48M ﹤0.01%
212,528
-32,441
3096
$2.47M ﹤0.01%
71,850
+9,065
3097
$2.47M ﹤0.01%
276,979
+15,158
3098
$2.47M ﹤0.01%
145,291
+8,439
3099
$2.47M ﹤0.01%
101,425
-2,004
3100
$2.46M ﹤0.01%
597,058
+100,001