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
3126
$2.36M ﹤0.01%
254,810
-5,092
3127
$2.36M ﹤0.01%
87,617
-110,536
3128
$2.36M ﹤0.01%
115,977
-66,159
3129
$2.35M ﹤0.01%
48,249
+3,537
3130
$2.35M ﹤0.01%
1,874
+55
3131
$2.34M ﹤0.01%
100,000
3132
$2.33M ﹤0.01%
314,617
-32,627
3133
$2.33M ﹤0.01%
92,969
+56,894
3134
$2.32M ﹤0.01%
138,068
+55,480
3135
$2.31M ﹤0.01%
157,234
-305
3136
$2.31M ﹤0.01%
659,926
+4,300
3137
$2.31M ﹤0.01%
191,261
+27,918
3138
$2.31M ﹤0.01%
75,048
+1,404
3139
$2.3M ﹤0.01%
231,341
+17,577
3140
$2.3M ﹤0.01%
97,447
-20,462
3141
$2.3M ﹤0.01%
91,489
+62,892
3142
$2.29M ﹤0.01%
98,618
-621
3143
$2.29M ﹤0.01%
287,260
+24,446
3144
$2.29M ﹤0.01%
620,970
-123,539
3145
$2.28M ﹤0.01%
89,520
-53,976
3146
$2.28M ﹤0.01%
33,952
+4,440
3147
$2.28M ﹤0.01%
1,041,108
-615,758
3148
$2.28M ﹤0.01%
155,689
-4,033
3149
$2.27M ﹤0.01%
162,741
-26,367
3150
$2.27M ﹤0.01%
115,454
+16,150