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
4351
$362K ﹤0.01%
35,441
+27,686
4352
$360K ﹤0.01%
19,166
-1,492
4353
$359K ﹤0.01%
17,367
+11,580
4354
$358K ﹤0.01%
7,661
+4,054
4355
$358K ﹤0.01%
15,356
-11,153
4356
$356K ﹤0.01%
185,612
+114,592
4357
$355K ﹤0.01%
30,411
+30,326
4358
$355K ﹤0.01%
35,075
+3,050
4359
$355K ﹤0.01%
18,549
+8,587
4360
$355K ﹤0.01%
31,916
-9,954
4361
$354K ﹤0.01%
9,730
-6,902
4362
$354K ﹤0.01%
5,664
+100
4363
$354K ﹤0.01%
28,106
-8,425
4364
$352K ﹤0.01%
12,211
+12,100
4365
$351K ﹤0.01%
20,531
+2,086
4366
$351K ﹤0.01%
12,519
-20,960
4367
$351K ﹤0.01%
25,950
+1,828
4368
$350K ﹤0.01%
5,048
4369
$349K ﹤0.01%
23,618
+2,560
4370
$348K ﹤0.01%
14,669
+9,744
4371
$348K ﹤0.01%
44,099
-89,550
4372
$347K ﹤0.01%
42,997
+10,546
4373
$346K ﹤0.01%
17,279
+9,437
4374
$344K ﹤0.01%
13,011
+2,448
4375
$344K ﹤0.01%
23,737
+3,541