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
4501
$277K ﹤0.01%
32,112
+17,250
4502
$277K ﹤0.01%
10,478
+7,492
4503
$276K ﹤0.01%
25,878
-10,884
4504
$276K ﹤0.01%
9,585
-2,776
4505
$276K ﹤0.01%
59,260
+31,509
4506
$276K ﹤0.01%
3,858
+267
4507
$276K ﹤0.01%
75,010
+57,442
4508
$276K ﹤0.01%
101,544
+53,772
4509
$275K ﹤0.01%
43,462
+32,699
4510
$275K ﹤0.01%
19,188
+11,219
4511
$274K ﹤0.01%
11,910
+5,971
4512
$274K ﹤0.01%
18,367
-6,762
4513
$273K ﹤0.01%
12,221
+3,289
4514
$273K ﹤0.01%
25,856
+6,354
4515
$273K ﹤0.01%
15,259
+259
4516
$272K ﹤0.01%
6,926
+5,001
4517
$271K ﹤0.01%
28,516
+9,946
4518
$270K ﹤0.01%
25,016
+12,543
4519
$270K ﹤0.01%
13,244
+8,374
4520
$269K ﹤0.01%
7,209
+3,025
4521
$269K ﹤0.01%
12,859
+12,764
4522
$269K ﹤0.01%
8,421
+3,801
4523
$269K ﹤0.01%
32,258
-33,721
4524
$269K ﹤0.01%
26,725
+6,876
4525
$268K ﹤0.01%
19,742
+5,338