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
3801
$883K ﹤0.01%
56,176
+9,972
3802
$882K ﹤0.01%
43,081
+22,691
3803
$881K ﹤0.01%
36,633
+22,919
3804
$876K ﹤0.01%
39,391
-27,727
3805
$875K ﹤0.01%
95,377
+32,693
3806
$875K ﹤0.01%
15,394
+722
3807
$875K ﹤0.01%
35,868
+7,957
3808
$874K ﹤0.01%
20,013
+3,860
3809
$874K ﹤0.01%
100,067
+3,695
3810
$873K ﹤0.01%
52,405
+18,340
3811
$873K ﹤0.01%
78,352
+4,302
3812
$871K ﹤0.01%
25,616
+7,382
3813
$870K ﹤0.01%
52,379
+47,827
3814
$870K ﹤0.01%
47,804
-195,849
3815
$868K ﹤0.01%
52,408
-6,763
3816
$868K ﹤0.01%
27,096
+24,826
3817
$868K ﹤0.01%
42,421
+24,654
3818
$866K ﹤0.01%
126,103
+81,617
3819
$865K ﹤0.01%
22,238
+8,192
3820
$865K ﹤0.01%
34,747
+10,363
3821
$863K ﹤0.01%
21,687
-1,132
3822
$863K ﹤0.01%
22,137
+2,839
3823
$861K ﹤0.01%
31,054
-382,776
3824
$859K ﹤0.01%
75,229
+60,532
3825
$859K ﹤0.01%
92,274
+3,497