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
4776
$176K ﹤0.01%
16,037
+7,697
4777
$175K ﹤0.01%
6,761
+1,753
4778
$174K ﹤0.01%
8,754
+3,471
4779
$174K ﹤0.01%
3,630
+30
4780
$174K ﹤0.01%
16,012
-1,460
4781
$174K ﹤0.01%
8,727
+2,687
4782
$173K ﹤0.01%
5,838
+3,204
4783
$173K ﹤0.01%
8,809
+7,116
4784
$173K ﹤0.01%
32,773
+1,935
4785
$173K ﹤0.01%
586
+48
4786
$172K ﹤0.01%
7,705
+2,588
4787
$171K ﹤0.01%
355
+246
4788
$171K ﹤0.01%
30,145
+12,187
4789
$171K ﹤0.01%
11,745
+5,035
4790
$170K ﹤0.01%
10,897
+2,561
4791
$170K ﹤0.01%
17,773
+10,716
4792
$170K ﹤0.01%
5,664
-16,259
4793
$170K ﹤0.01%
7,841
+759
4794
$170K ﹤0.01%
9,647
+4,500
4795
$170K ﹤0.01%
3,558
+1,180
4796
$169K ﹤0.01%
43,785
-17,558
4797
$168K ﹤0.01%
11,846
-8,321
4798
$168K ﹤0.01%
45,936
+20,117
4799
$168K ﹤0.01%
15,256
-1,800
4800
$168K ﹤0.01%
15,302
+2,084