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
4901
$138K ﹤0.01%
2,552
+371
4902
$138K ﹤0.01%
11,945
-1,195
4903
$138K ﹤0.01%
30,765
+22,455
4904
$137K ﹤0.01%
+5,970
4905
$137K ﹤0.01%
9,545
4906
$137K ﹤0.01%
36,369
+10,300
4907
$137K ﹤0.01%
3,250
-50
4908
$136K ﹤0.01%
2,556
+890
4909
$136K ﹤0.01%
9,815
-769
4910
$136K ﹤0.01%
5,426
-3,366
4911
$136K ﹤0.01%
7,457
-2,954
4912
$135K ﹤0.01%
11,791
+1,882
4913
$135K ﹤0.01%
+7,096
4914
$135K ﹤0.01%
9,897
-855
4915
$135K ﹤0.01%
17,007
4916
$135K ﹤0.01%
34,775
-518
4917
$135K ﹤0.01%
2,370
+340
4918
$134K ﹤0.01%
6,543
-3,466
4919
$134K ﹤0.01%
6,414
+1,706
4920
$134K ﹤0.01%
5,650
+450
4921
$133K ﹤0.01%
4,414
-315
4922
$132K ﹤0.01%
3,940
+3,101
4923
0
4924
$132K ﹤0.01%
4,759
-460,819
4925
$132K ﹤0.01%
24,059
-18,970