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
3926
$730K ﹤0.01%
58,878
+26,144
3927
$729K ﹤0.01%
48,758
+11,390
3928
$729K ﹤0.01%
20,544
+16,971
3929
$728K ﹤0.01%
49,197
+7,708
3930
$728K ﹤0.01%
180,389
+5,113
3931
$728K ﹤0.01%
46,929
+32,616
3932
$727K ﹤0.01%
65,303
+3,593
3933
$727K ﹤0.01%
982
+362
3934
$727K ﹤0.01%
98,862
-580,012
3935
$725K ﹤0.01%
53,181
+4,998
3936
$725K ﹤0.01%
152,958
-366,625
3937
$724K ﹤0.01%
15,339
+6,385
3938
$722K ﹤0.01%
83,438
+25,804
3939
$722K ﹤0.01%
38,344
-26,092
3940
$722K ﹤0.01%
63,638
+34,135
3941
$722K ﹤0.01%
92,814
+67,185
3942
$720K ﹤0.01%
23,764
-2,668
3943
$719K ﹤0.01%
48,674
-87,091
3944
$718K ﹤0.01%
23,835
+4,705
3945
$714K ﹤0.01%
18,718
-294
3946
$713K ﹤0.01%
328,451
+93,992
3947
$713K ﹤0.01%
22,396
-23,816
3948
$713K ﹤0.01%
127,050
-949,872
3949
$711K ﹤0.01%
93,199
+58,333
3950
$710K ﹤0.01%
73,329
+22,547