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
4651
$216K ﹤0.01%
6,788
+2,530
4652
$216K ﹤0.01%
12,316
-9,993
4653
$215K ﹤0.01%
15,238
+11,619
4654
$215K ﹤0.01%
16,490
-500
4655
$213K ﹤0.01%
4,291
+724
4656
$212K ﹤0.01%
16,340
-74,932
4657
$211K ﹤0.01%
16,137
-4,077
4658
$211K ﹤0.01%
29,584
+17,749
4659
$211K ﹤0.01%
102,215
-9,111
4660
$210K ﹤0.01%
30,713
+30,360
4661
$210K ﹤0.01%
56,218
-43,084
4662
$210K ﹤0.01%
10,007
-184
4663
$209K ﹤0.01%
8,857
+7,244
4664
$206K ﹤0.01%
8,734
4665
$206K ﹤0.01%
18,849
+7,129
4666
$205K ﹤0.01%
4,960
-843
4667
$205K ﹤0.01%
30,488
+15,472
4668
$205K ﹤0.01%
15,363
+7,458
4669
$205K ﹤0.01%
14,086
+711
4670
$205K ﹤0.01%
13,990
-8,617
4671
$204K ﹤0.01%
+13,800
4672
$204K ﹤0.01%
6,154
+1,382
4673
$204K ﹤0.01%
6,540
+4,699
4674
$204K ﹤0.01%
11,276
-182
4675
$204K ﹤0.01%
3,608
-98