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
3376
$1.67M ﹤0.01%
34,094
+11,739
3377
$1.67M ﹤0.01%
53,959
-33,671
3378
$1.66M ﹤0.01%
46,332
+35,288
3379
$1.66M ﹤0.01%
202,836
+16,910
3380
$1.65M ﹤0.01%
27,518
+4,111
3381
$1.65M ﹤0.01%
113,135
+58,262
3382
$1.65M ﹤0.01%
+123,279
3383
$1.64M ﹤0.01%
35,076
+124
3384
$1.63M ﹤0.01%
92,646
+54,801
3385
$1.62M ﹤0.01%
185,636
+100,649
3386
$1.62M ﹤0.01%
128,170
+20,570
3387
$1.62M ﹤0.01%
13,193
-129
3388
$1.62M ﹤0.01%
16,830
+14,281
3389
$1.62M ﹤0.01%
106,900
+94,948
3390
$1.61M ﹤0.01%
111,141
-127,925
3391
$1.6M ﹤0.01%
141,420
+28,524
3392
$1.6M ﹤0.01%
97,296
-17,299
3393
$1.6M ﹤0.01%
65,930
+3,261
3394
$1.6M ﹤0.01%
65,673
+19,555
3395
$1.6M ﹤0.01%
71,948
+61,812
3396
$1.59M ﹤0.01%
117,323
-46,168
3397
$1.59M ﹤0.01%
16,482
+16,332
3398
$1.59M ﹤0.01%
78,529
+595
3399
$1.59M ﹤0.01%
329,795
-427,366
3400
$1.58M ﹤0.01%
112,962
-27,251