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
4576
$248K ﹤0.01%
+14,349
4577
$248K ﹤0.01%
4,824
+2,099
4578
$248K ﹤0.01%
20,159
+18,018
4579
$247K ﹤0.01%
24,022
-1,041
4580
$247K ﹤0.01%
4,408
-1,170
4581
$247K ﹤0.01%
2,424
+465
4582
$246K ﹤0.01%
29,450
-15,013
4583
$246K ﹤0.01%
28,818
-97,932
4584
$245K ﹤0.01%
20,898
4585
$245K ﹤0.01%
19,212
+8,822
4586
$244K ﹤0.01%
1,359
+729
4587
$243K ﹤0.01%
16,936
-19,312
4588
$243K ﹤0.01%
6,400
4589
$242K ﹤0.01%
25,156
+17,551
4590
$242K ﹤0.01%
2,677
-290
4591
$241K ﹤0.01%
24,078
4592
$240K ﹤0.01%
29,380
+2,152
4593
$240K ﹤0.01%
42,007
+18,534
4594
$240K ﹤0.01%
33,637
-29,644
4595
$240K ﹤0.01%
12,998
-2,036
4596
$239K ﹤0.01%
12,922
+2,359
4597
$239K ﹤0.01%
9,542
+4,950
4598
$238K ﹤0.01%
6,720
+1,952
4599
$238K ﹤0.01%
14,426
-184,329
4600
$237K ﹤0.01%
5,356
-2,899