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
4801
$168K ﹤0.01%
7,431
+2,449
4802
$168K ﹤0.01%
458
-178
4803
$167K ﹤0.01%
18,932
-45,897
4804
$167K ﹤0.01%
18,700
+6,142
4805
$167K ﹤0.01%
9,632
+3,256
4806
$166K ﹤0.01%
10,703
+3,466
4807
$166K ﹤0.01%
13,050
4808
$165K ﹤0.01%
49,575
+38,780
4809
$165K ﹤0.01%
8,698
+3,351
4810
$164K ﹤0.01%
6,560
+3,044
4811
$164K ﹤0.01%
5,719
-2,160
4812
$164K ﹤0.01%
7,029
+1,709
4813
$164K ﹤0.01%
19,570
+9,152
4814
$163K ﹤0.01%
7,153
+887
4815
$163K ﹤0.01%
10,949
+3,094
4816
$163K ﹤0.01%
11,341
-7,095
4817
$162K ﹤0.01%
8,339
+2,181
4818
$162K ﹤0.01%
12,535
-160
4819
$162K ﹤0.01%
87,702
-7,715
4820
$162K ﹤0.01%
43,306
-61,564
4821
$161K ﹤0.01%
8,529
+3,079
4822
$161K ﹤0.01%
7,139
+429
4823
$160K ﹤0.01%
8,834
+4,311
4824
$160K ﹤0.01%
25,140
+3,461
4825
$160K ﹤0.01%
128,721
+73,769