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
3251
$1.98M ﹤0.01%
110,145
-25,140
3252
$1.98M ﹤0.01%
95,420
-382
3253
$1.97M ﹤0.01%
67,796
+41,993
3254
$1.97M ﹤0.01%
32,138
-46,448
3255
$1.96M ﹤0.01%
294,627
+26,024
3256
$1.96M ﹤0.01%
49,680
+10,720
3257
$1.96M ﹤0.01%
82,366
-16,323
3258
$1.95M ﹤0.01%
82,286
-4,097
3259
$1.94M ﹤0.01%
125,265
-42,848
3260
$1.94M ﹤0.01%
85,075
-111,779
3261
$1.94M ﹤0.01%
87,398
-10,525
3262
$1.93M ﹤0.01%
104,613
-89,199
3263
$1.93M ﹤0.01%
252,609
+242,296
3264
$1.93M ﹤0.01%
115,674
+6,457
3265
$1.93M ﹤0.01%
38,142
+5,206
3266
$1.93M ﹤0.01%
79,900
-55,174
3267
$1.93M ﹤0.01%
72,643
-49,358
3268
$1.92M ﹤0.01%
102,714
-5,178
3269
$1.92M ﹤0.01%
573,832
-87,620
3270
$1.92M ﹤0.01%
118,914
-86,446
3271
$1.91M ﹤0.01%
77,571
+75,198
3272
$1.91M ﹤0.01%
262,572
+5,466
3273
$1.91M ﹤0.01%
73,497
+63,596
3274
$1.91M ﹤0.01%
70,121
+18,246
3275
$1.9M ﹤0.01%
138,747
+50,858