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
3226
$2.04M ﹤0.01%
103,232
+75
3227
$2.04M ﹤0.01%
133,974
-285,153
3228
$2.04M ﹤0.01%
21,291
-5,568
3229
$2.04M ﹤0.01%
75,183
+41,364
3230
$2.04M ﹤0.01%
52,570
-11,580
3231
$2.04M ﹤0.01%
120,485
+57,207
3232
$2.03M ﹤0.01%
141,208
-28,809
3233
$2.03M ﹤0.01%
165,985
+80,866
3234
$2.03M ﹤0.01%
60,657
+11,378
3235
$2.02M ﹤0.01%
50,733
+1,467
3236
$2.02M ﹤0.01%
97,507
-46,577
3237
$2.02M ﹤0.01%
92,019
+21,635
3238
$2.02M ﹤0.01%
88,799
-8,308
3239
$2.01M ﹤0.01%
58,424
+53,551
3240
$2.01M ﹤0.01%
29,739
+1,175
3241
$2.01M ﹤0.01%
64,556
+53,941
3242
$2M ﹤0.01%
154,957
-14,000
3243
$2M ﹤0.01%
49,094
-1,841
3244
$2M ﹤0.01%
65,614
-6,573
3245
$2M ﹤0.01%
58,181
+15,408
3246
$1.99M ﹤0.01%
77,867
-49,931
3247
$1.99M ﹤0.01%
28,220
-5,981
3248
$1.99M ﹤0.01%
391,453
+14,423
3249
$1.98M ﹤0.01%
1,907,945
+737,297
3250
$1.98M ﹤0.01%
67,334
+6,213