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
4001
$649K ﹤0.01%
43,868
+11,238
4002
$649K ﹤0.01%
147,731
+20,006
4003
$649K ﹤0.01%
21,205
+7,640
4004
$648K ﹤0.01%
28,307
+22,600
4005
$647K ﹤0.01%
38,913
+17,252
4006
$647K ﹤0.01%
75,241
-2,652
4007
$646K ﹤0.01%
11,764
+7,000
4008
$646K ﹤0.01%
16,242
-16,959
4009
$646K ﹤0.01%
5,077
+2,289
4010
$641K ﹤0.01%
28,580
-29,685
4011
$641K ﹤0.01%
95,819
-134,711
4012
$639K ﹤0.01%
134,824
+63,640
4013
$639K ﹤0.01%
7,659
-1,184
4014
$638K ﹤0.01%
22,929
+14,996
4015
$637K ﹤0.01%
20,740
+16,562
4016
$636K ﹤0.01%
11,769
-1,639
4017
$635K ﹤0.01%
38,997
-236,994
4018
$634K ﹤0.01%
12,537
-58,403
4019
$634K ﹤0.01%
18,638
+11,272
4020
$633K ﹤0.01%
33,849
-47,867
4021
$632K ﹤0.01%
24,511
-2,745
4022
$632K ﹤0.01%
14,724
-382
4023
$631K ﹤0.01%
15,128
+743
4024
$629K ﹤0.01%
51,342
+32,795
4025
$629K ﹤0.01%
74,437
-20,167