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
3326
$1.79M ﹤0.01%
154,899
+77,970
3327
$1.79M ﹤0.01%
21,865
+6,365
3328
$1.79M ﹤0.01%
100,861
+3,868
3329
$1.79M ﹤0.01%
529,898
-243,596
3330
$1.79M ﹤0.01%
31,291
+11,067
3331
$1.78M ﹤0.01%
31,995
+10,110
3332
$1.78M ﹤0.01%
279,930
-44,879
3333
$1.78M ﹤0.01%
133,697
-984
3334
$1.78M ﹤0.01%
22,363
+4,567
3335
$1.77M ﹤0.01%
42,375
+21,966
3336
$1.77M ﹤0.01%
59,289
+10,039
3337
$1.77M ﹤0.01%
47,757
-219
3338
$1.76M ﹤0.01%
124,623
+66,139
3339
$1.76M ﹤0.01%
88,344
-6,090
3340
$1.76M ﹤0.01%
119,045
+41,018
3341
$1.76M ﹤0.01%
97,645
+41,600
3342
$1.76M ﹤0.01%
21,173
+7,560
3343
$1.76M ﹤0.01%
22,386
+11,848
3344
$1.76M ﹤0.01%
51,670
+4,781
3345
$1.75M ﹤0.01%
138,091
-87,538
3346
$1.75M ﹤0.01%
139,118
-7,312
3347
$1.74M ﹤0.01%
57,923
-917
3348
$1.74M ﹤0.01%
73,722
-352
3349
$1.74M ﹤0.01%
105,853
-10,486
3350
$1.74M ﹤0.01%
112,463
-265