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
3401
$1.58M ﹤0.01%
116,136
+30,528
3402
$1.58M ﹤0.01%
149,976
+9,884
3403
$1.58M ﹤0.01%
111,559
+23,170
3404
$1.58M ﹤0.01%
181,819
+88,396
3405
$1.57M ﹤0.01%
29,692
+16,720
3406
$1.57M ﹤0.01%
316,478
-147,802
3407
$1.57M ﹤0.01%
30,007
+11,843
3408
$1.57M ﹤0.01%
83,173
-653
3409
$1.57M ﹤0.01%
25,006
-71,958
3410
$1.57M ﹤0.01%
75,828
+12,180
3411
$1.57M ﹤0.01%
18,937
-12,285
3412
$1.56M ﹤0.01%
144,824
-36,351
3413
$1.56M ﹤0.01%
14,502
+119
3414
$1.56M ﹤0.01%
94,630
-5,797
3415
$1.56M ﹤0.01%
59,824
-4,481
3416
$1.55M ﹤0.01%
34,505
-3,850
3417
$1.55M ﹤0.01%
35,088
-3,127
3418
$1.55M ﹤0.01%
118,066
-20,398
3419
$1.55M ﹤0.01%
108,543
+9,091
3420
$1.55M ﹤0.01%
37,078
+32,465
3421
$1.55M ﹤0.01%
133,902
-4,830
3422
$1.55M ﹤0.01%
179,577
-54,877
3423
$1.54M ﹤0.01%
187,427
+51,728
3424
$1.54M ﹤0.01%
118,953
+53,380
3425
$1.54M ﹤0.01%
50,235
-178,079