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
3851
$818K ﹤0.01%
33,761
+27,408
3852
$818K ﹤0.01%
282,404
+191,079
3853
$817K ﹤0.01%
7,162
+4,782
3854
$816K ﹤0.01%
20,093
+14,485
3855
$815K ﹤0.01%
57,741
-367
3856
$815K ﹤0.01%
23,329
-4,549
3857
$814K ﹤0.01%
45,387
+23,724
3858
$813K ﹤0.01%
62,186
+31,076
3859
$813K ﹤0.01%
43,885
-28,983
3860
$812K ﹤0.01%
50,251
+20,435
3861
$811K ﹤0.01%
26,940
+2,483
3862
$809K ﹤0.01%
35,526
-31,059
3863
$808K ﹤0.01%
50,953
+15,561
3864
$807K ﹤0.01%
+17,908
3865
$807K ﹤0.01%
29,313
+17,112
3866
$806K ﹤0.01%
68,843
-714
3867
$804K ﹤0.01%
44,101
+1,509
3868
$795K ﹤0.01%
42,163
+1,011
3869
$794K ﹤0.01%
41,130
+4,849
3870
$789K ﹤0.01%
30,308
+2,969
3871
$787K ﹤0.01%
49,372
+5,641
3872
$787K ﹤0.01%
521,260
3873
$786K ﹤0.01%
108,326
-105,799
3874
$783K ﹤0.01%
+29,805
3875
$783K ﹤0.01%
45,532
-1,540