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
3451
$1.48M ﹤0.01%
75,522
-8,012
3452
$1.48M ﹤0.01%
99,799
+16,585
3453
$1.47M ﹤0.01%
118,843
-119,888
3454
$1.47M ﹤0.01%
92,553
-5,467
3455
$1.47M ﹤0.01%
20,263
-4,917
3456
$1.47M ﹤0.01%
112,114
-206,515
3457
$1.46M ﹤0.01%
103,010
+56,950
3458
$1.46M ﹤0.01%
30,033
-29,002
3459
$1.46M ﹤0.01%
136,363
-6,045
3460
$1.46M ﹤0.01%
265,472
-46,153
3461
$1.45M ﹤0.01%
323,809
-5,924
3462
$1.45M ﹤0.01%
10,898
+1,015
3463
$1.45M ﹤0.01%
4,285
-275
3464
$1.45M ﹤0.01%
105,289
-2,199
3465
$1.45M ﹤0.01%
148,226
+52,824
3466
$1.45M ﹤0.01%
462,308
+269,508
3467
$1.45M ﹤0.01%
92,106
-15,848
3468
$1.45M ﹤0.01%
35,097
+2,089
3469
$1.45M ﹤0.01%
80,944
+60,599
3470
$1.45M ﹤0.01%
55,679
+1,019
3471
$1.44M ﹤0.01%
+48,139
3472
$1.44M ﹤0.01%
67,271
+15,196
3473
$1.44M ﹤0.01%
17,342
-15,169
3474
$1.43M ﹤0.01%
54,363
-5,923
3475
$1.43M ﹤0.01%
118,986
-14,492