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
3676
$1.05M ﹤0.01%
112,924
+16,299
3677
$1.05M ﹤0.01%
61,247
+9,910
3678
$1.05M ﹤0.01%
155,335
-73,591
3679
$1.05M ﹤0.01%
33,642
-63
3680
$1.05M ﹤0.01%
101,447
-20,823
3681
$1.04M ﹤0.01%
107,161
+21,567
3682
$1.04M ﹤0.01%
34,905
+23,393
3683
$1.04M ﹤0.01%
150,814
+21,683
3684
$1.04M ﹤0.01%
24,198
-31,354
3685
$1.04M ﹤0.01%
35,647
-14,169
3686
$1.04M ﹤0.01%
59,232
-109,942
3687
$1.04M ﹤0.01%
78,660
-118,314
3688
$1.04M ﹤0.01%
263,850
-109,392
3689
$1.04M ﹤0.01%
76,717
-4,518
3690
$1.04M ﹤0.01%
11,899
-2,777
3691
$1.03M ﹤0.01%
26,851
-29,063
3692
$1.03M ﹤0.01%
31,640
+11,529
3693
$1.02M ﹤0.01%
91,825
+25,436
3694
$1.02M ﹤0.01%
43,995
-65,001
3695
$1.02M ﹤0.01%
84,235
+5,150
3696
$1.02M ﹤0.01%
27,635
+16,653
3697
$1.02M ﹤0.01%
34,136
-12,662
3698
$1.02M ﹤0.01%
21,077
-948
3699
$1.02M ﹤0.01%
93,623
-8,177
3700
$1.02M ﹤0.01%
+41,041