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
4376
$344K ﹤0.01%
9,830
+6,027
4377
$344K ﹤0.01%
31,337
+2,821
4378
$344K ﹤0.01%
15,074
-30,599
4379
$344K ﹤0.01%
38,789
-13,312
4380
$343K ﹤0.01%
15,553
+6,870
4381
$343K ﹤0.01%
29,486
+16,943
4382
$343K ﹤0.01%
17,310
+6,688
4383
$342K ﹤0.01%
2,149
+1,026
4384
$342K ﹤0.01%
60,972
+29,367
4385
$339K ﹤0.01%
79,292
+42,349
4386
$339K ﹤0.01%
869,152
+859,490
4387
$338K ﹤0.01%
11,157
-40,207
4388
$337K ﹤0.01%
+22,663
4389
$336K ﹤0.01%
14,105
+3,864
4390
$336K ﹤0.01%
5,707
-38,889
4391
$336K ﹤0.01%
26,559
-8,467
4392
$336K ﹤0.01%
33,097
-4,524
4393
$335K ﹤0.01%
45,345
+28,803
4394
$335K ﹤0.01%
10,132
+9,449
4395
$333K ﹤0.01%
24,352
-13,364
4396
$332K ﹤0.01%
40,308
+6,724
4397
$332K ﹤0.01%
3,573
+864
4398
$331K ﹤0.01%
13,701
+11,346
4399
$331K ﹤0.01%
152,668
+26,166
4400
$330K ﹤0.01%
14,130
-13,490