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
4301
$398K ﹤0.01%
6,609
+401
4302
$398K ﹤0.01%
9,681
-6,497
4303
$398K ﹤0.01%
16,305
-477
4304
$395K ﹤0.01%
34,961
-6,566
4305
$395K ﹤0.01%
5,256
-1,185
4306
$395K ﹤0.01%
55,243
+49,611
4307
$393K ﹤0.01%
12,489
+3,547
4308
$393K ﹤0.01%
13,478
+12,576
4309
$393K ﹤0.01%
163,843
-432
4310
$391K ﹤0.01%
8,209
-1,305
4311
$390K ﹤0.01%
19,472
+2,519
4312
$390K ﹤0.01%
38,016
+14,116
4313
$389K ﹤0.01%
15,957
-539
4314
$388K ﹤0.01%
8,975
4315
$388K ﹤0.01%
27,251
+3,007
4316
$388K ﹤0.01%
831
+291
4317
$387K ﹤0.01%
15,382
+3,709
4318
$387K ﹤0.01%
2,640
-2,322
4319
$387K ﹤0.01%
23,130
+7,587
4320
$386K ﹤0.01%
165,824
+29,027
4321
$383K ﹤0.01%
22,995
-6,765
4322
$382K ﹤0.01%
+8,058
4323
$382K ﹤0.01%
33,803
-3,303
4324
$380K ﹤0.01%
52,436
+14,568
4325
$380K ﹤0.01%
29,928
+2,177