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
3826
$859K ﹤0.01%
40,050
+8,828
3827
$858K ﹤0.01%
123,319
-46,799
3828
$855K ﹤0.01%
60,893
-269,294
3829
$854K ﹤0.01%
118,139
+48,335
3830
$851K ﹤0.01%
5,692
-2,129
3831
$851K ﹤0.01%
25,264
+14,715
3832
$850K ﹤0.01%
406,765
+342,265
3833
$849K ﹤0.01%
1,117,510
-66,315
3834
$845K ﹤0.01%
35,405
+8,113
3835
$843K ﹤0.01%
84,371
-108,230
3836
$842K ﹤0.01%
7,468
+4,666
3837
$841K ﹤0.01%
196,063
-130,449
3838
$839K ﹤0.01%
55,574
+3,416
3839
$839K ﹤0.01%
34,785
+16,932
3840
$834K ﹤0.01%
27,652
+10,346
3841
$833K ﹤0.01%
71,922
-13,486
3842
$832K ﹤0.01%
21,356
-5,331
3843
$832K ﹤0.01%
14,235
-2,836
3844
$832K ﹤0.01%
86,479
+5,746
3845
$830K ﹤0.01%
32,581
-233,666
3846
$829K ﹤0.01%
40,640
+4,377
3847
$829K ﹤0.01%
33,513
-25,753
3848
$828K ﹤0.01%
2,720
+272
3849
$827K ﹤0.01%
76,033
-7,487
3850
$818K ﹤0.01%
78,428
-42,667