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
3901
$757K ﹤0.01%
41,425
-739
3902
$755K ﹤0.01%
52,158
+15,266
3903
$755K ﹤0.01%
26,587
+12,464
3904
$754K ﹤0.01%
33,163
+31,627
3905
$754K ﹤0.01%
56,628
+16,949
3906
$753K ﹤0.01%
52,969
-28,995
3907
$752K ﹤0.01%
67,988
-119,768
3908
$751K ﹤0.01%
122,315
-9,019
3909
$751K ﹤0.01%
28,733
+4,776
3910
$749K ﹤0.01%
106,563
-243,604
3911
$748K ﹤0.01%
67,499
+22,430
3912
$748K ﹤0.01%
46,090
+5,254
3913
$747K ﹤0.01%
111,757
+34,468
3914
$745K ﹤0.01%
90,226
+49,085
3915
$744K ﹤0.01%
34,926
-12,629
3916
$742K ﹤0.01%
18,383
+11,977
3917
$740K ﹤0.01%
11,277
+1,432
3918
$739K ﹤0.01%
30,473
-931
3919
$739K ﹤0.01%
3,467
+3,079
3920
$738K ﹤0.01%
54,079
+13,493
3921
$736K ﹤0.01%
15,012
+10,998
3922
$735K ﹤0.01%
68,385
+23,475
3923
$733K ﹤0.01%
50,767
-13,894
3924
$731K ﹤0.01%
47,858
+25,771
3925
$731K ﹤0.01%
166,848
+116,650