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
4451
$298K ﹤0.01%
12,043
+9,853
4452
$297K ﹤0.01%
1,822
+1,689
4453
$295K ﹤0.01%
4,493
+3
4454
$294K ﹤0.01%
20,875
-33,034
4455
$294K ﹤0.01%
2,375
-2,886
4456
$294K ﹤0.01%
9,996
+3,142
4457
$294K ﹤0.01%
12,889
+12,093
4458
$294K ﹤0.01%
9,140
-15,137
4459
$294K ﹤0.01%
80,281
+19,451
4460
$293K ﹤0.01%
11,660
+8,268
4461
$292K ﹤0.01%
6,823
4462
$292K ﹤0.01%
8,444
-1,319
4463
$292K ﹤0.01%
29,674
-75,164
4464
$290K ﹤0.01%
44,268
-66,654
4465
$290K ﹤0.01%
10,265
+4,618
4466
$290K ﹤0.01%
21,842
-42,732
4467
$289K ﹤0.01%
29,501
-16,101
4468
$289K ﹤0.01%
10,068
-1,786
4469
$289K ﹤0.01%
18,023
-37,904
4470
$288K ﹤0.01%
100,285
+41,839
4471
$288K ﹤0.01%
35,328
+24,664
4472
$288K ﹤0.01%
32,296
-4,619
4473
$287K ﹤0.01%
7,855
-4,012
4474
$286K ﹤0.01%
19,761
+10,136
4475
$286K ﹤0.01%
76,662
-13,131