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
4151
$516K ﹤0.01%
10,762
+9,314
4152
$515K ﹤0.01%
70,549
-24,679
4153
$515K ﹤0.01%
117,362
+34,747
4154
$513K ﹤0.01%
10,620
-40,454
4155
$512K ﹤0.01%
40,819
+7,491
4156
$510K ﹤0.01%
32,264
+92
4157
$510K ﹤0.01%
99,701
-53,141
4158
$510K ﹤0.01%
83,009
+79,123
4159
$509K ﹤0.01%
17,331
+15,441
4160
$509K ﹤0.01%
19,288
+7,685
4161
$508K ﹤0.01%
54,940
+39,033
4162
$507K ﹤0.01%
10,712
+2,136
4163
$506K ﹤0.01%
11,527
-766
4164
$506K ﹤0.01%
1,694
+887
4165
$505K ﹤0.01%
55,983
+49,074
4166
$505K ﹤0.01%
38,304
+21,108
4167
$505K ﹤0.01%
61,489
-70,173
4168
$504K ﹤0.01%
28,642
+15,894
4169
$502K ﹤0.01%
14,292
+8,408
4170
$499K ﹤0.01%
210,779
+16,735
4171
$498K ﹤0.01%
45,527
-12,243
4172
$496K ﹤0.01%
32,906
-3,471
4173
$495K ﹤0.01%
29,259
-60,826
4174
$495K ﹤0.01%
71,301
+51,784
4175
$494K ﹤0.01%
23,561
+22,094