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
4726
$190K ﹤0.01%
21,317
+659
4727
$190K ﹤0.01%
21,134
+10,276
4728
$189K ﹤0.01%
6,103
+1,923
4729
$188K ﹤0.01%
5,410
-2,610
4730
$188K ﹤0.01%
67,911
+40,929
4731
$188K ﹤0.01%
15,224
+9,103
4732
$187K ﹤0.01%
216,609
-11,381
4733
$187K ﹤0.01%
6,996
+1,326
4734
$186K ﹤0.01%
30,122
+22,750
4735
$186K ﹤0.01%
6,100
-305,472
4736
$185K ﹤0.01%
12,287
-80
4737
$185K ﹤0.01%
3,477
+2,697
4738
$185K ﹤0.01%
7,480
4739
$185K ﹤0.01%
+6,755
4740
$185K ﹤0.01%
10,473
+2,462
4741
$185K ﹤0.01%
10,448
+7,054
4742
$185K ﹤0.01%
7,486
-1,619
4743
$184K ﹤0.01%
8,895
+3,585
4744
$184K ﹤0.01%
6,665
+2,504
4745
$184K ﹤0.01%
6,162
+401
4746
$184K ﹤0.01%
8,605
-5,198
4747
$183K ﹤0.01%
10,679
+4,270
4748
$183K ﹤0.01%
11,416
-25,407
4749
$183K ﹤0.01%
28,324
+11,118
4750
$183K ﹤0.01%
6,470
-12,750