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
3601
$1.17M ﹤0.01%
32,333
+4,867
3602
$1.17M ﹤0.01%
79,447
+12,093
3603
$1.17M ﹤0.01%
45,741
+10,570
3604
$1.17M ﹤0.01%
411,603
+399,702
3605
$1.16M ﹤0.01%
65,693
-53,409
3606
$1.16M ﹤0.01%
113,733
+110,374
3607
$1.16M ﹤0.01%
97,279
+31,082
3608
$1.16M ﹤0.01%
33,873
+16,138
3609
$1.16M ﹤0.01%
29,350
-83,045
3610
$1.16M ﹤0.01%
89,455
-30,071
3611
$1.16M ﹤0.01%
94,377
+73,770
3612
$1.16M ﹤0.01%
51,618
-14,365
3613
$1.16M ﹤0.01%
233,336
-29,692
3614
$1.15M ﹤0.01%
100,504
+30,581
3615
$1.15M ﹤0.01%
18,721
+18,462
3616
$1.15M ﹤0.01%
270,596
-38,162
3617
$1.15M ﹤0.01%
82,557
-17,196
3618
$1.15M ﹤0.01%
64,996
-2,708
3619
$1.15M ﹤0.01%
49,714
+25,098
3620
$1.14M ﹤0.01%
80,140
+53,558
3621
$1.14M ﹤0.01%
126,325
+75,928
3622
$1.14M ﹤0.01%
16,987
+1,445
3623
$1.13M ﹤0.01%
80,825
-13,090
3624
$1.13M ﹤0.01%
49,507
-18,696
3625
$1.13M ﹤0.01%
26,538
+17,495