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
4051
$608K ﹤0.01%
25,885
-1,403
4052
$606K ﹤0.01%
14,339
+6,260
4053
$605K ﹤0.01%
35,567
+4,146
4054
$604K ﹤0.01%
45,783
+84
4055
$604K ﹤0.01%
34,810
+21,649
4056
$603K ﹤0.01%
48,677
-556
4057
$603K ﹤0.01%
48,035
-422
4058
$603K ﹤0.01%
30,000
-21,147
4059
$600K ﹤0.01%
27,735
+9,037
4060
$599K ﹤0.01%
43,694
-909
4061
$599K ﹤0.01%
157,312
+89,168
4062
$598K ﹤0.01%
40,360
+5,089
4063
$597K ﹤0.01%
49,118
+34,348
4064
$597K ﹤0.01%
61,050
-12,016
4065
$596K ﹤0.01%
36,901
-29,264
4066
$596K ﹤0.01%
33,704
+13,613
4067
$594K ﹤0.01%
29,080
-341,593
4068
$593K ﹤0.01%
61,298
-133,693
4069
$592K ﹤0.01%
93,955
-84,721
4070
$592K ﹤0.01%
52,765
+32,188
4071
$591K ﹤0.01%
38,987
+3,176
4072
$587K ﹤0.01%
15,386
+3,882
4073
$585K ﹤0.01%
28,425
+20,976
4074
$583K ﹤0.01%
1,937
+559
4075
$583K ﹤0.01%
474,723
+38,857