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
3301
$1.85M ﹤0.01%
36,880
-17,599
3302
$1.85M ﹤0.01%
125,426
-70,617
3303
$1.85M ﹤0.01%
72,425
-19,883
3304
$1.85M ﹤0.01%
137,829
+10,862
3305
$1.84M ﹤0.01%
110,585
+4,067
3306
$1.84M ﹤0.01%
59,838
-52,497
3307
$1.83M ﹤0.01%
159,812
+46,981
3308
$1.82M ﹤0.01%
52,744
+19,765
3309
$1.82M ﹤0.01%
69,239
+2,450
3310
$1.82M ﹤0.01%
164,736
-50,878
3311
$1.82M ﹤0.01%
83,089
-431,692
3312
$1.82M ﹤0.01%
67,506
+2,890
3313
$1.82M ﹤0.01%
127,510
-2,754
3314
$1.82M ﹤0.01%
63,751
-22,719
3315
$1.81M ﹤0.01%
74,550
-44,846
3316
$1.81M ﹤0.01%
33,955
-17,320
3317
$1.81M ﹤0.01%
66,396
+11,161
3318
$1.81M ﹤0.01%
63,640
-5,523
3319
$1.8M ﹤0.01%
136,926
+37,862
3320
$1.8M ﹤0.01%
103,583
-77,206
3321
$1.8M ﹤0.01%
93,867
+13,282
3322
$1.8M ﹤0.01%
108,904
-346,480
3323
$1.79M ﹤0.01%
75,405
-95,993
3324
$1.79M ﹤0.01%
159,687
-25,623
3325
$1.79M ﹤0.01%
125,476
+86,618