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
3426
$1.54M ﹤0.01%
39,094
+4,758
3427
$1.54M ﹤0.01%
131,032
-5,514
3428
$1.53M ﹤0.01%
75,538
+12,158
3429
$1.53M ﹤0.01%
79,239
+45,448
3430
$1.53M ﹤0.01%
58,987
-22,688
3431
$1.53M ﹤0.01%
36,303
-508
3432
$1.53M ﹤0.01%
+57,645
3433
$1.53M ﹤0.01%
424,061
-69,039
3434
$1.52M ﹤0.01%
77,918
+62,079
3435
$1.52M ﹤0.01%
125,942
-320,133
3436
$1.52M ﹤0.01%
502,047
-142,490
3437
$1.52M ﹤0.01%
159,425
+13,687
3438
$1.52M ﹤0.01%
41,240
+12,956
3439
$1.52M ﹤0.01%
100,514
-19,989
3440
$1.51M ﹤0.01%
177,482
-107,702
3441
$1.51M ﹤0.01%
59,511
-1,178
3442
$1.51M ﹤0.01%
107,461
-2,569
3443
$1.51M ﹤0.01%
103,255
+25,150
3444
$1.5M ﹤0.01%
153,781
-6
3445
$1.5M ﹤0.01%
31,782
+26,091
3446
$1.5M ﹤0.01%
79,508
-10,129
3447
$1.49M ﹤0.01%
37,003
+16,522
3448
$1.49M ﹤0.01%
21,928
+18,539
3449
$1.49M ﹤0.01%
13,596
-18,057
3450
$1.49M ﹤0.01%
976,551
+547,239