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
3876
$782K ﹤0.01%
+53,549
3877
$781K ﹤0.01%
78,236
-69,937
3878
$781K ﹤0.01%
42,515
-25,012
3879
$779K ﹤0.01%
120,000
-11,828
3880
$778K ﹤0.01%
36,143
+8,143
3881
$778K ﹤0.01%
392,926
+46,053
3882
$777K ﹤0.01%
55,282
+5,303
3883
$776K ﹤0.01%
3,055
+275
3884
$775K ﹤0.01%
140,114
-2,823
3885
$774K ﹤0.01%
32,771
+27,052
3886
$772K ﹤0.01%
9,345
-45,893
3887
$772K ﹤0.01%
13,898
+8,656
3888
$770K ﹤0.01%
45,460
-9,571
3889
$770K ﹤0.01%
31,353
-1,521
3890
$768K ﹤0.01%
75,298
+33,995
3891
$767K ﹤0.01%
57,057
+3,388
3892
$767K ﹤0.01%
64,487
+30,708
3893
$765K ﹤0.01%
2,813
-5,933
3894
$765K ﹤0.01%
8,329
-61
3895
$765K ﹤0.01%
20,629
-14,672
3896
$762K ﹤0.01%
27,981
-36,080
3897
$762K ﹤0.01%
396,344
-334,211
3898
$761K ﹤0.01%
27,413
+3,956
3899
$761K ﹤0.01%
6,968
-44,697
3900
$757K ﹤0.01%
55,465
+12,124