Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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
451
$159M 0.03%
3,407,061
-603,149
452
$159M 0.03%
3,040,398
+82,161
453
$159M 0.03%
1,627,119
+237,520
454
$158M 0.03%
4,159,165
+195,004
455
$157M 0.03%
2,748,048
-147,277
456
$157M 0.03%
3,197,384
+559,960
457
$156M 0.03%
1,440,689
+40,518
458
$156M 0.03%
2,366,320
+85,804
459
$156M 0.03%
1,910,768
-376,530
460
$156M 0.03%
4,491,330
+2,511,411
461
$155M 0.03%
3,832,576
+903,490
462
$155M 0.03%
1,816,007
-193,342
463
$154M 0.03%
8,292,040
-1,648,446
464
$154M 0.03%
11,685,149
+4,238,857
465
$154M 0.03%
1,411,923
-97,901
466
$154M 0.03%
1,029,933
-30,430
467
$153M 0.03%
3,745,475
-269,994
468
$152M 0.03%
3,268,965
-484,783
469
$150M 0.03%
6,267,601
-1,128,505
470
$149M 0.03%
1,448,331
+199,924
471
$149M 0.03%
785,218
-212,115
472
$149M 0.03%
4,135,651
+907,885
473
$149M 0.03%
7,712,598
-4,184,266
474
$149M 0.03%
6,505,434
+5,572,000
475
$149M 0.03%
1,475,014
+24,212