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
3151
$2.26M ﹤0.01%
42,846
-2,109
3152
$2.25M ﹤0.01%
75,625
+12,945
3153
$2.25M ﹤0.01%
122,415
+47,538
3154
$2.24M ﹤0.01%
44,839
-14,518
3155
$2.24M ﹤0.01%
91,666
+85,837
3156
$2.24M ﹤0.01%
92,525
+524
3157
$2.23M ﹤0.01%
46,206
+19,531
3158
$2.23M ﹤0.01%
129,851
+59,313
3159
$2.23M ﹤0.01%
65,120
-11,731
3160
$2.22M ﹤0.01%
54,752
-5,917
3161
$2.22M ﹤0.01%
116,913
-1,948
3162
$2.22M ﹤0.01%
65,906
-12,284
3163
$2.22M ﹤0.01%
63,279
-4,657
3164
$2.21M ﹤0.01%
330,687
+134,959
3165
$2.2M ﹤0.01%
87,025
-101,718
3166
$2.2M ﹤0.01%
44,362
+11,175
3167
$2.2M ﹤0.01%
160,972
-16,744
3168
$2.2M ﹤0.01%
61,236
+10,449
3169
$2.19M ﹤0.01%
57,441
+55,626
3170
$2.19M ﹤0.01%
259,807
-54,142
3171
$2.19M ﹤0.01%
30,347
+1,160
3172
$2.19M ﹤0.01%
163,924
+106,823
3173
$2.19M ﹤0.01%
89,912
+40,171
3174
$2.19M ﹤0.01%
82,446
-71,274
3175
$2.19M ﹤0.01%
73,598
+33,421