Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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
426
$180M 0.03%
5,965,829
+60,288
427
$179M 0.03%
8,220,434
+1,134,158
428
$179M 0.03%
3,433,018
-529,134
429
$178M 0.03%
1,098,826
+69,882
430
$178M 0.03%
2,636,847
+346,341
431
$177M 0.03%
7,533,282
+4,260,096
432
$177M 0.03%
1,814,494
-423,532
433
$176M 0.03%
3,404,695
+19,450
434
$176M 0.03%
2,877,080
-332,092
435
$175M 0.03%
2,657,043
+113,257
436
$174M 0.03%
2,639,630
-700,997
437
$173M 0.03%
3,294,888
+1,648,466
438
$173M 0.03%
3,375,879
+1,114,112
439
$173M 0.03%
864,631
-61,362
440
$172M 0.03%
3,323,091
+166,441
441
$170M 0.03%
1,575,874
+585,754
442
$170M 0.03%
24,839,745
+11,925,619
443
$168M 0.03%
3,182,029
+215,995
444
$166M 0.03%
2,038,913
-444,546
445
$165M 0.03%
13,837,096
+1,512,128
446
$165M 0.03%
3,796,112
-687,795
447
$164M 0.03%
1,055,212
-228,646
448
$163M 0.03%
16,919,350
-1,956,665
449
$163M 0.03%
3,257,122
+1,446,612
450
$161M 0.03%
917,655
-98,232