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
4926
$132K ﹤0.01%
26,925
+17,397
4927
$132K ﹤0.01%
97,129
+80,959
4928
$131K ﹤0.01%
10,844
+5,139
4929
$131K ﹤0.01%
23,400
4930
$131K ﹤0.01%
6,662
4931
$131K ﹤0.01%
30,715
+11,016
4932
$131K ﹤0.01%
+13,270
4933
$130K ﹤0.01%
30,430
+19,081
4934
$129K ﹤0.01%
129,463
-422,836
4935
$129K ﹤0.01%
8,030
-3,377
4936
$129K ﹤0.01%
1,272
+1,188
4937
$129K ﹤0.01%
5,789
+2,706
4938
$128K ﹤0.01%
4,050
+2,633
4939
$128K ﹤0.01%
5,905
+2,090
4940
$128K ﹤0.01%
1,984
+946
4941
$128K ﹤0.01%
686
+515
4942
$128K ﹤0.01%
37
+23
4943
$127K ﹤0.01%
6,482
-773
4944
$127K ﹤0.01%
6,909
+1,177
4945
$127K ﹤0.01%
4,228
+19
4946
$127K ﹤0.01%
+16,010
4947
$127K ﹤0.01%
28,793
+12,622
4948
$127K ﹤0.01%
70,957
+17,744
4949
$126K ﹤0.01%
12,160
+4,934
4950
$125K ﹤0.01%
7,462
+2,182