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
4101
$559K ﹤0.01%
37,773
-8,028
4102
$559K ﹤0.01%
148,879
+140,153
4103
$558K ﹤0.01%
7,876
+369
4104
$558K ﹤0.01%
11,812
+369
4105
$557K ﹤0.01%
8,660
+1,302
4106
$557K ﹤0.01%
15,360
+7,008
4107
$557K ﹤0.01%
3,962
-754
4108
$557K ﹤0.01%
17,617
+10,557
4109
$553K ﹤0.01%
16,869
+4,663
4110
$553K ﹤0.01%
20,713
+1,055
4111
$552K ﹤0.01%
34,203
-13,119
4112
$551K ﹤0.01%
+20,433
4113
$550K ﹤0.01%
16,848
-240
4114
$548K ﹤0.01%
54,583
4115
$547K ﹤0.01%
18,648
-2,472
4116
$544K ﹤0.01%
23,031
+14,243
4117
$543K ﹤0.01%
9,249
+3,674
4118
$539K ﹤0.01%
26,858
+4,188
4119
$538K ﹤0.01%
33,642
+4,923
4120
$538K ﹤0.01%
85,079
-32,690
4121
$538K ﹤0.01%
14,939
+3,423
4122
$537K ﹤0.01%
13,566
+3,063
4123
$537K ﹤0.01%
26,619
-248,758
4124
$536K ﹤0.01%
93,006
+24,357
4125
$535K ﹤0.01%
59,289
+14,228