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
4426
$313K ﹤0.01%
30,093
-183
4427
$312K ﹤0.01%
21,882
-39,998
4428
$309K ﹤0.01%
73,826
-43,251
4429
$309K ﹤0.01%
10,306
+2,033
4430
$309K ﹤0.01%
3,363
+2,823
4431
$309K ﹤0.01%
78,745
-51,808
4432
$307K ﹤0.01%
24,219
+4,343
4433
$307K ﹤0.01%
14,419
-12,046
4434
$307K ﹤0.01%
199,819
-25,296
4435
$307K ﹤0.01%
14,233
-4,664
4436
$307K ﹤0.01%
193,502
-319,645
4437
$306K ﹤0.01%
49,809
-136,825
4438
$305K ﹤0.01%
+22,031
4439
$304K ﹤0.01%
37,003
+2,031
4440
$303K ﹤0.01%
6,659
+6,526
4441
$303K ﹤0.01%
12,242
+3,941
4442
$302K ﹤0.01%
6,175
+2,745
4443
$302K ﹤0.01%
26,188
-15,235
4444
$302K ﹤0.01%
11,452
-5,030
4445
$301K ﹤0.01%
11,481
+5,019
4446
$300K ﹤0.01%
11,398
+2,159
4447
$300K ﹤0.01%
13,034
+3,814
4448
$300K ﹤0.01%
41,822
+25,970
4449
$299K ﹤0.01%
36,375
+4,023
4450
$298K ﹤0.01%
12,831
+4,405