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
4076
$580K ﹤0.01%
26,814
-1,918
4077
$580K ﹤0.01%
16,340
+2,997
4078
$578K ﹤0.01%
44,153
+2,559
4079
$577K ﹤0.01%
44,925
+17,598
4080
$577K ﹤0.01%
97,739
+26,423
4081
$577K ﹤0.01%
36,163
-592
4082
$575K ﹤0.01%
10,529
+498
4083
$574K ﹤0.01%
56,538
+3,913
4084
$574K ﹤0.01%
48,380
-8,190
4085
$573K ﹤0.01%
40,342
+7,657
4086
$573K ﹤0.01%
10,804
-21,429
4087
$572K ﹤0.01%
70,992
-79,508
4088
$570K ﹤0.01%
9,927
-482
4089
$570K ﹤0.01%
22,622
-1,287
4090
$569K ﹤0.01%
130,684
+27,646
4091
$568K ﹤0.01%
55,728
-21,919
4092
$567K ﹤0.01%
23,006
-2,234
4093
$566K ﹤0.01%
36,792
+124
4094
$565K ﹤0.01%
247,871
+242,801
4095
$565K ﹤0.01%
117,730
-25,176
4096
$564K ﹤0.01%
58,712
+28,330
4097
$562K ﹤0.01%
54,535
+42,258
4098
$562K ﹤0.01%
38,228
-26,180
4099
$561K ﹤0.01%
87,048
+39
4100
$559K ﹤0.01%
15,148
-272