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
4876
$143K ﹤0.01%
18,614
-15,429
4877
$143K ﹤0.01%
2,019
+663
4878
$143K ﹤0.01%
7,194
+2,785
4879
$143K ﹤0.01%
7,025
+5,442
4880
$142K ﹤0.01%
21,589
+6,628
4881
$142K ﹤0.01%
+6,944
4882
$141K ﹤0.01%
6,336
+1,914
4883
$141K ﹤0.01%
6,035
+1,703
4884
$141K ﹤0.01%
2,879
-161
4885
$141K ﹤0.01%
16,730
-1,100
4886
$141K ﹤0.01%
1,697
-1,442
4887
$140K ﹤0.01%
6,086
-4,007
4888
$140K ﹤0.01%
34,197
+21,807
4889
$140K ﹤0.01%
6,303
-5,874
4890
$140K ﹤0.01%
5,673
+1,373
4891
$139K ﹤0.01%
12,454
-7,896
4892
$139K ﹤0.01%
12,595
-17,021
4893
$139K ﹤0.01%
10,039
+2,589
4894
$139K ﹤0.01%
6,145
+4,054
4895
$139K ﹤0.01%
3,470
+1,697
4896
$139K ﹤0.01%
9,336
+3,508
4897
$139K ﹤0.01%
5,494
+493
4898
$139K ﹤0.01%
3,973
+892
4899
$139K ﹤0.01%
6,770
+4,060
4900
$139K ﹤0.01%
6,472
-337