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
4551
$258K ﹤0.01%
23,519
-16,263
4552
$258K ﹤0.01%
2,934
-465
4553
$258K ﹤0.01%
9,174
+2,584
4554
$257K ﹤0.01%
54,795
+38,763
4555
$257K ﹤0.01%
21,040
-8,020
4556
$257K ﹤0.01%
65,017
-127,385
4557
$256K ﹤0.01%
49,402
+6,775
4558
$256K ﹤0.01%
17,929
+9,944
4559
$256K ﹤0.01%
22,553
+9,598
4560
$256K ﹤0.01%
9,900
-1,233
4561
$255K ﹤0.01%
10,000
-2,855
4562
$254K ﹤0.01%
11,046
+3,710
4563
$253K ﹤0.01%
29,696
-4,631
4564
$253K ﹤0.01%
35,355
+4,576
4565
$253K ﹤0.01%
37,108
+8,590
4566
$252K ﹤0.01%
64,378
+14,561
4567
$252K ﹤0.01%
10,784
-292,913
4568
$251K ﹤0.01%
7,879
+1,861
4569
$251K ﹤0.01%
18,700
-22,719
4570
$250K ﹤0.01%
+6,642
4571
$250K ﹤0.01%
29,520
-13,086
4572
$250K ﹤0.01%
15,302
-15,710
4573
$249K ﹤0.01%
15,700
+1,444
4574
$249K ﹤0.01%
12,658
-4,041
4575
$249K ﹤0.01%
2,238
+558