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
4401
$330K ﹤0.01%
27,102
-45,720
4402
$330K ﹤0.01%
13,160
-8,188
4403
$330K ﹤0.01%
24,713
-9,989
4404
$329K ﹤0.01%
25,419
+4,917
4405
$328K ﹤0.01%
31,438
-25,442
4406
$327K ﹤0.01%
2,848
+391
4407
$327K ﹤0.01%
11,631
+10,594
4408
$326K ﹤0.01%
29,945
+17,489
4409
$326K ﹤0.01%
37,650
-5,867
4410
$325K ﹤0.01%
41,159
+20,935
4411
$324K ﹤0.01%
14,209
+10,792
4412
$324K ﹤0.01%
19,813
+5,071
4413
$323K ﹤0.01%
26,589
+2,042
4414
$323K ﹤0.01%
3,699
+1,523
4415
$323K ﹤0.01%
50,832
+4,846
4416
$322K ﹤0.01%
1,631
+847
4417
$321K ﹤0.01%
29,074
+4,169
4418
$320K ﹤0.01%
18,312
+9,640
4419
$320K ﹤0.01%
5,334
+2,846
4420
$320K ﹤0.01%
13,637
+3,483
4421
$320K ﹤0.01%
22,316
+4,993
4422
$319K ﹤0.01%
28,398
-645
4423
$318K ﹤0.01%
29,200
+1,526
4424
$316K ﹤0.01%
240,883
-1,206
4425
$314K ﹤0.01%
41,509
+13,634