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
3101
$2.45M ﹤0.01%
204,770
+165,693
3102
$2.45M ﹤0.01%
100,000
3103
$2.44M ﹤0.01%
106,810
+4,619
3104
$2.43M ﹤0.01%
136,526
+1,811
3105
$2.43M ﹤0.01%
154,742
-14,902
3106
$2.42M ﹤0.01%
406,257
+18,858
3107
$2.42M ﹤0.01%
168,508
+108,711
3108
$2.42M ﹤0.01%
168,181
+28,889
3109
$2.41M ﹤0.01%
77,970
+718
3110
$2.41M ﹤0.01%
149,692
+82,226
3111
$2.41M ﹤0.01%
67,309
-22,562
3112
$2.41M ﹤0.01%
50,984
+30,436
3113
$2.4M ﹤0.01%
93,266
-9,882
3114
$2.4M ﹤0.01%
148,856
-269,886
3115
$2.4M ﹤0.01%
25,283
-2,328
3116
$2.4M ﹤0.01%
57,120
+1,635
3117
$2.39M ﹤0.01%
279,681
-44,309
3118
$2.38M ﹤0.01%
54,153
-3,200
3119
$2.38M ﹤0.01%
133,981
+27,507
3120
$2.38M ﹤0.01%
92,069
+76,198
3121
$2.38M ﹤0.01%
247,742
+75,196
3122
$2.37M ﹤0.01%
83,346
-19,220
3123
$2.37M ﹤0.01%
74,324
+55,257
3124
$2.37M ﹤0.01%
37,171
+9,660
3125
$2.37M ﹤0.01%
232,609
+19,997