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
3351
$1.74M ﹤0.01%
86,426
+103
3352
$1.74M ﹤0.01%
53,776
-2,051
3353
$1.74M ﹤0.01%
156,920
-85,349
3354
$1.73M ﹤0.01%
91,977
-156,197
3355
$1.72M ﹤0.01%
84,355
-19,529
3356
$1.72M ﹤0.01%
37,862
-20,382
3357
$1.71M ﹤0.01%
332,335
+295,268
3358
$1.71M ﹤0.01%
179,261
-67,526
3359
$1.71M ﹤0.01%
179,939
+157,048
3360
$1.71M ﹤0.01%
35,564
-23,212
3361
$1.7M ﹤0.01%
22,722
+10,869
3362
$1.7M ﹤0.01%
61,307
+26,190
3363
$1.7M ﹤0.01%
94,871
-24,596
3364
$1.7M ﹤0.01%
114,522
+108,268
3365
$1.7M ﹤0.01%
87,243
-14,393
3366
$1.69M ﹤0.01%
16,519
+2,739
3367
$1.69M ﹤0.01%
47,975
-211,425
3368
$1.69M ﹤0.01%
65,004
-41,828
3369
$1.69M ﹤0.01%
16,024
+11,768
3370
$1.68M ﹤0.01%
79,190
+3,834
3371
$1.67M ﹤0.01%
85,589
-23,465
3372
$1.67M ﹤0.01%
20,167
-6,301
3373
$1.67M ﹤0.01%
58,381
+38,315
3374
$1.67M ﹤0.01%
65,024
+21,908
3375
$1.67M ﹤0.01%
50,187
-2,077