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
4601
$237K ﹤0.01%
20,719
-2,363
4602
$236K ﹤0.01%
10,103
-9,243
4603
$236K ﹤0.01%
967
-618
4604
$236K ﹤0.01%
13,553
-3,893
4605
$236K ﹤0.01%
17,582
+13,311
4606
$236K ﹤0.01%
26,169
+5,445
4607
$236K ﹤0.01%
32,996
-6,310
4608
$236K ﹤0.01%
38,391
+6,803
4609
$234K ﹤0.01%
12,723
-482
4610
$233K ﹤0.01%
85,997
+9,371
4611
$233K ﹤0.01%
17,612
+5,181
4612
$233K ﹤0.01%
28,059
+20,916
4613
$232K ﹤0.01%
17,549
+1,907
4614
$231K ﹤0.01%
17,533
+10,407
4615
$230K ﹤0.01%
24,312
+4,078
4616
$229K ﹤0.01%
128,023
+3,771
4617
$229K ﹤0.01%
3,955
+177
4618
$228K ﹤0.01%
53,706
+4,143
4619
$228K ﹤0.01%
11,826
+3,399
4620
$228K ﹤0.01%
48,055
-12,623
4621
$228K ﹤0.01%
19,166
+13,266
4622
$227K ﹤0.01%
5,147
+1,714
4623
$227K ﹤0.01%
11,607
+738
4624
$226K ﹤0.01%
19,154
+11,088
4625
$226K ﹤0.01%
34,039
+24,551