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
4826
$160K ﹤0.01%
4,185
-1,860
4827
$160K ﹤0.01%
354
+338
4828
$160K ﹤0.01%
461
-171
4829
$159K ﹤0.01%
1,704
+1,062
4830
$159K ﹤0.01%
1,465
+1,447
4831
$159K ﹤0.01%
6,469
+3,020
4832
$159K ﹤0.01%
9,019
-23,115
4833
$158K ﹤0.01%
3,658
4834
$158K ﹤0.01%
42,849
+39,176
4835
$158K ﹤0.01%
17,236
-702
4836
$157K ﹤0.01%
4,694
-188
4837
$157K ﹤0.01%
33,160
+5,921
4838
$156K ﹤0.01%
90,923
+49,296
4839
$156K ﹤0.01%
108,974
4840
$155K ﹤0.01%
6,270
+3,844
4841
$155K ﹤0.01%
5,869
-862
4842
$155K ﹤0.01%
4,699
+2,546
4843
$155K ﹤0.01%
8,778
+5,278
4844
$155K ﹤0.01%
5,881
+672
4845
$154K ﹤0.01%
45,139
-201,504
4846
$153K ﹤0.01%
9,757
+6,239
4847
$152K ﹤0.01%
14,693
+3,999
4848
$152K ﹤0.01%
11,448
+2,604
4849
$152K ﹤0.01%
21,740
-45,470
4850
$151K ﹤0.01%
6,528
+1,103