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
3751
$951K ﹤0.01%
71,605
-237,719
3752
$950K ﹤0.01%
86,141
-43,011
3753
$950K ﹤0.01%
67,008
+11,012
3754
$950K ﹤0.01%
60,120
+32,946
3755
$950K ﹤0.01%
38,283
+13,224
3756
$950K ﹤0.01%
98,951
-83,884
3757
$949K ﹤0.01%
100,109
+25,856
3758
$947K ﹤0.01%
22,184
+20,898
3759
$946K ﹤0.01%
70,185
-758
3760
$945K ﹤0.01%
75,687
+11,300
3761
$945K ﹤0.01%
22,621
+5,476
3762
$941K ﹤0.01%
80,432
+55,915
3763
$937K ﹤0.01%
57,381
+6,561
3764
$936K ﹤0.01%
51,576
+6,455
3765
$934K ﹤0.01%
35,377
+15,452
3766
$933K ﹤0.01%
128,819
-43,337
3767
$932K ﹤0.01%
70,278
-14,865
3768
$928K ﹤0.01%
36,251
-27
3769
$927K ﹤0.01%
29,371
+16,705
3770
$927K ﹤0.01%
81,766
-99,685
3771
$926K ﹤0.01%
19,148
-260
3772
$925K ﹤0.01%
71,249
+45,086
3773
$925K ﹤0.01%
35,587
+2,484
3774
$925K ﹤0.01%
82,173
-8,578
3775
$921K ﹤0.01%
50,953
+25,511