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
4201
$476K ﹤0.01%
14,836
+1,973
4202
$476K ﹤0.01%
12,325
+4,445
4203
$475K ﹤0.01%
54,152
-800
4204
$475K ﹤0.01%
25,048
+8,897
4205
$474K ﹤0.01%
10,506
-2,167
4206
$474K ﹤0.01%
28,817
-23,989
4207
$473K ﹤0.01%
11,266
+7,746
4208
$473K ﹤0.01%
338,166
+4,345
4209
$472K ﹤0.01%
268,698
+12,547
4210
$470K ﹤0.01%
119
+67
4211
$470K ﹤0.01%
39,469
+36,116
4212
$467K ﹤0.01%
15,703
+1,923
4213
$466K ﹤0.01%
84,163
-88,553
4214
$465K ﹤0.01%
46,248
+637
4215
$465K ﹤0.01%
46,502
-737
4216
$464K ﹤0.01%
30,244
-1,480
4217
$464K ﹤0.01%
220,677
-3,612
4218
$462K ﹤0.01%
7,808
+7,172
4219
$462K ﹤0.01%
39,431
-25,868
4220
$461K ﹤0.01%
35,033
-452
4221
$460K ﹤0.01%
16,911
+11,486
4222
$459K ﹤0.01%
17,266
-38,276
4223
$458K ﹤0.01%
44,888
+22,503
4224
$457K ﹤0.01%
64,170
-17,780
4225
$454K ﹤0.01%
22,808
+8,445