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
4751
$182K ﹤0.01%
13,733
+1
4752
$182K ﹤0.01%
2,190
+1,247
4753
$182K ﹤0.01%
7,542
+152
4754
$182K ﹤0.01%
5,035
+1,223
4755
$181K ﹤0.01%
7,090
+2,882
4756
$181K ﹤0.01%
1,443
-112
4757
$180K ﹤0.01%
5,147
+1,842
4758
$180K ﹤0.01%
41,877
+31,910
4759
$180K ﹤0.01%
7,630
-814
4760
$179K ﹤0.01%
5,932
+4,689
4761
$179K ﹤0.01%
15,266
+3,898
4762
$179K ﹤0.01%
+1,651
4763
$178K ﹤0.01%
7,964
-1,566
4764
$178K ﹤0.01%
26,419
+12,819
4765
$178K ﹤0.01%
11,048
+9,473
4766
$177K ﹤0.01%
2,359
+135
4767
$177K ﹤0.01%
7,299
+3,278
4768
$177K ﹤0.01%
7,573
+2,137
4769
$177K ﹤0.01%
10,765
+3,259
4770
$177K ﹤0.01%
42,744
+5,902
4771
$176K ﹤0.01%
18,400
-6,350
4772
$176K ﹤0.01%
55,884
+55,259
4773
$176K ﹤0.01%
11,336
+85
4774
$176K ﹤0.01%
11,501
-199
4775
$176K ﹤0.01%
439
+12