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
4526
$268K ﹤0.01%
8,320
+3,718
4527
$268K ﹤0.01%
16,846
-650
4528
$268K ﹤0.01%
13,117
-494
4529
$268K ﹤0.01%
24,239
+19,081
4530
$267K ﹤0.01%
4,420
-1,516
4531
$267K ﹤0.01%
18,103
+2,670
4532
$266K ﹤0.01%
35,117
+13,115
4533
$266K ﹤0.01%
60,498
+27,268
4534
$265K ﹤0.01%
7,121
-4,896
4535
$263K ﹤0.01%
863
+286
4536
$263K ﹤0.01%
5,818
-124
4537
$263K ﹤0.01%
30,080
+8,515
4538
$262K ﹤0.01%
82,642
+5,835
4539
$262K ﹤0.01%
13,938
-2,632
4540
$262K ﹤0.01%
10,904
+1,587
4541
$262K ﹤0.01%
26,455
-935
4542
$262K ﹤0.01%
10,349
+8,088
4543
$261K ﹤0.01%
11,315
-4,215
4544
$261K ﹤0.01%
7,640
-63,692
4545
$260K ﹤0.01%
8,820
-4,816
4546
$260K ﹤0.01%
20,097
+7,745
4547
$260K ﹤0.01%
32,648
-4,778
4548
$260K ﹤0.01%
12,060
+2,791
4549
$259K ﹤0.01%
18,022
+3,561
4550
$258K ﹤0.01%
10,128
+1,866