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
4026
$629K ﹤0.01%
8,381
+6,442
4027
$627K ﹤0.01%
20,928
-30,420
4028
$627K ﹤0.01%
25,381
-3,494
4029
$626K ﹤0.01%
63,200
+23,024
4030
$626K ﹤0.01%
39,080
-19,684
4031
$625K ﹤0.01%
82,079
+70,134
4032
$625K ﹤0.01%
25,266
+17,585
4033
$624K ﹤0.01%
22,854
-15,799
4034
$623K ﹤0.01%
16,557
-2,524
4035
$623K ﹤0.01%
22,415
+12,724
4036
$623K ﹤0.01%
27,716
+1,066
4037
$620K ﹤0.01%
150,430
+103,626
4038
$619K ﹤0.01%
133,700
-35,715
4039
$618K ﹤0.01%
3,847
+850
4040
$618K ﹤0.01%
4,967
-6,101
4041
$616K ﹤0.01%
60,771
-123,780
4042
$616K ﹤0.01%
146,969
-82,212
4043
$615K ﹤0.01%
17,643
+9,090
4044
$614K ﹤0.01%
14,498
-1,820
4045
$614K ﹤0.01%
42,414
-29,876
4046
$611K ﹤0.01%
+40,008
4047
$610K ﹤0.01%
22,826
-44,978
4048
$610K ﹤0.01%
74,097
+66,540
4049
$609K ﹤0.01%
16,107
+11,909
4050
$609K ﹤0.01%
131,658
-17,955