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
4626
$226K ﹤0.01%
32,601
+7,517
4627
$225K ﹤0.01%
9,341
-23,188
4628
$225K ﹤0.01%
20,811
+18,240
4629
$225K ﹤0.01%
14,437
+371
4630
$224K ﹤0.01%
79,758
4631
$223K ﹤0.01%
9,846
-3,051
4632
$222K ﹤0.01%
5,663
+2,095
4633
$222K ﹤0.01%
12,934
-2,787
4634
$222K ﹤0.01%
8,056
+5,501
4635
$222K ﹤0.01%
7,667
+3,391
4636
$221K ﹤0.01%
10,111
-2,835
4637
$221K ﹤0.01%
8,921
+1,521
4638
$221K ﹤0.01%
8,753
-3,323
4639
$220K ﹤0.01%
33,020
-21,518
4640
$220K ﹤0.01%
12,933
+7,020
4641
0
4642
$218K ﹤0.01%
1,243
+77
4643
$218K ﹤0.01%
13,213
+10,720
4644
$217K ﹤0.01%
17,719
-16,550
4645
$217K ﹤0.01%
4,153
+3,012
4646
$217K ﹤0.01%
4,544
-656
4647
$217K ﹤0.01%
21,773
+9,807
4648
$216K ﹤0.01%
11,702
+6,737
4649
$216K ﹤0.01%
22,652
-20,381
4650
$216K ﹤0.01%
6,904
+616