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
4851
$151K ﹤0.01%
173,848
+3,262
4852
$151K ﹤0.01%
9,531
+512
4853
$150K ﹤0.01%
12,788
+1,674
4854
$150K ﹤0.01%
21,826
+10,305
4855
$149K ﹤0.01%
+13,327
4856
$149K ﹤0.01%
6,983
-3,119
4857
$148K ﹤0.01%
9,350
+2,338
4858
$148K ﹤0.01%
16,713
+7,047
4859
0
4860
$148K ﹤0.01%
5,972
-641
4861
$148K ﹤0.01%
16,416
+3,488
4862
$147K ﹤0.01%
6,740
+3,693
4863
$146K ﹤0.01%
24,848
-53,546
4864
$146K ﹤0.01%
24,072
-13,885
4865
$146K ﹤0.01%
20,779
+12,271
4866
$145K ﹤0.01%
8,300
+1,913
4867
$145K ﹤0.01%
3,000
4868
$145K ﹤0.01%
11,753
-9,297
4869
$144K ﹤0.01%
2,905
-1,395
4870
$144K ﹤0.01%
13,622
+4,240
4871
$144K ﹤0.01%
4,332
+4,217
4872
$144K ﹤0.01%
7,437
+5,424
4873
$144K ﹤0.01%
4,492
-53
4874
$143K ﹤0.01%
5,759
+2,603
4875
$143K ﹤0.01%
7,700
+200