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
3976
$682K ﹤0.01%
14,276
-6,540
3977
$681K ﹤0.01%
324,213
-12,500
3978
$681K ﹤0.01%
25,356
+24,340
3979
$681K ﹤0.01%
1,691
+113
3980
$679K ﹤0.01%
17,741
+22
3981
$678K ﹤0.01%
330,608
-18,256
3982
$677K ﹤0.01%
43,631
+12,379
3983
$675K ﹤0.01%
83,489
+46,840
3984
$675K ﹤0.01%
6,601
-6,410
3985
$674K ﹤0.01%
93,835
-6,947
3986
$672K ﹤0.01%
20,757
-3,279
3987
$669K ﹤0.01%
30,457
-3,488
3988
$668K ﹤0.01%
41,032
-11,867
3989
$667K ﹤0.01%
239,888
+26,234
3990
$663K ﹤0.01%
30,496
-1,107
3991
$663K ﹤0.01%
91,584
-88,904
3992
$662K ﹤0.01%
77,592
+2,862
3993
$661K ﹤0.01%
45,184
-730
3994
$660K ﹤0.01%
94,624
+17,946
3995
$659K ﹤0.01%
19,356
+2,590
3996
$657K ﹤0.01%
+18,070
3997
$657K ﹤0.01%
79,886
-5,641
3998
$653K ﹤0.01%
49,507
+7,301
3999
$652K ﹤0.01%
64,282
-16,867
4000
$651K ﹤0.01%
205,361
-2,007