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
3501
$1.37M ﹤0.01%
27,006
-12,742
3502
$1.37M ﹤0.01%
110,047
-20,597
3503
$1.37M ﹤0.01%
16,494
+1,912
3504
$1.37M ﹤0.01%
151,184
+31,524
3505
$1.37M ﹤0.01%
162,403
+71,660
3506
$1.37M ﹤0.01%
216,199
-63,591
3507
$1.36M ﹤0.01%
29,678
+15,943
3508
$1.36M ﹤0.01%
106,873
+44,168
3509
$1.35M ﹤0.01%
47,288
-6,178
3510
$1.35M ﹤0.01%
114,013
+66
3511
$1.35M ﹤0.01%
46,617
+30,651
3512
$1.35M ﹤0.01%
91,742
-22,182
3513
$1.35M ﹤0.01%
58,595
+54,393
3514
$1.35M ﹤0.01%
68,415
-3,501
3515
$1.34M ﹤0.01%
121,078
-54,721
3516
$1.34M ﹤0.01%
223,733
-2,066
3517
$1.34M ﹤0.01%
118,555
+6,084
3518
$1.34M ﹤0.01%
11,712
-6,716
3519
$1.34M ﹤0.01%
797,208
-282,999
3520
$1.34M ﹤0.01%
64,545
+49,981
3521
$1.34M ﹤0.01%
115,065
-13,409
3522
$1.33M ﹤0.01%
167,116
+15,710
3523
$1.33M ﹤0.01%
52,955
+2,727
3524
$1.33M ﹤0.01%
50,231
-29,245
3525
$1.33M ﹤0.01%
28,877
+22,404