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
4251
$437K ﹤0.01%
8,034
+775
4252
$437K ﹤0.01%
95,274
+2,915
4253
$435K ﹤0.01%
9,062
-275
4254
$435K ﹤0.01%
110,177
-105,049
4255
$434K ﹤0.01%
18,830
+3,268
4256
$434K ﹤0.01%
23,229
-668
4257
$431K ﹤0.01%
13,841
+4,365
4258
$431K ﹤0.01%
27,845
-139,396
4259
$431K ﹤0.01%
58,286
+37,718
4260
$431K ﹤0.01%
57,958
-37
4261
$430K ﹤0.01%
7,603
-278
4262
$429K ﹤0.01%
55,229
+6,331
4263
$428K ﹤0.01%
36,321
-706
4264
$428K ﹤0.01%
38,258
+4,873
4265
$427K ﹤0.01%
134,762
-3,157
4266
$426K ﹤0.01%
17,079
+5,727
4267
$426K ﹤0.01%
21,431
+5,848
4268
$425K ﹤0.01%
18,477
-2,267
4269
$425K ﹤0.01%
21,616
+19,866
4270
$425K ﹤0.01%
8,025
+1,548
4271
$424K ﹤0.01%
57,126
-31,033
4272
$424K ﹤0.01%
24,166
-14,784
4273
$420K ﹤0.01%
6,729
-239
4274
$420K ﹤0.01%
36,814
-1,627
4275
$418K ﹤0.01%
+9,391