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
4701
$195K ﹤0.01%
7,859
+3,045
4702
$195K ﹤0.01%
7,253
+801
4703
$195K ﹤0.01%
5,763
+1,822
4704
$195K ﹤0.01%
148,443
+83,925
4705
$195K ﹤0.01%
31,690
+5,139
4706
$194K ﹤0.01%
4,703
+457
4707
$193K ﹤0.01%
49,612
+39,185
4708
$193K ﹤0.01%
20,719
+1,568
4709
$193K ﹤0.01%
30,308
+20,543
4710
$192K ﹤0.01%
5,757
-389
4711
$192K ﹤0.01%
5,338
+4,825
4712
$192K ﹤0.01%
8,359
+2,156
4713
$192K ﹤0.01%
13,172
+7,315
4714
$192K ﹤0.01%
11,014
-63
4715
$192K ﹤0.01%
13,375
+3,235
4716
$191K ﹤0.01%
+7,600
4717
$191K ﹤0.01%
15,192
+2,318
4718
$191K ﹤0.01%
73,154
+28,831
4719
$191K ﹤0.01%
7,643
-749
4720
$190K ﹤0.01%
1,068
+870
4721
$190K ﹤0.01%
9,216
+660
4722
$190K ﹤0.01%
8,474
+3,298
4723
$190K ﹤0.01%
18,234
-44,510
4724
$190K ﹤0.01%
7,030
-3,725
4725
$190K ﹤0.01%
14,070
+7,116