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
4951
$125K ﹤0.01%
3,390
-39
4952
$125K ﹤0.01%
42,964
+8,293
4953
$125K ﹤0.01%
14,449
+9,654
4954
$125K ﹤0.01%
17,861
+14,892
4955
$124K ﹤0.01%
3,678
+307
4956
$124K ﹤0.01%
5,954
+2,886
4957
$124K ﹤0.01%
6,324
-331
4958
$124K ﹤0.01%
984
-1,363
4959
$124K ﹤0.01%
5,244
-110
4960
$123K ﹤0.01%
9,716
+3,648
4961
$122K ﹤0.01%
7,731
+5,292
4962
$122K ﹤0.01%
6,029
+5,838
4963
$120K ﹤0.01%
39
+9
4964
$120K ﹤0.01%
5,009
+2,196
4965
$120K ﹤0.01%
67,226
-13,813
4966
$120K ﹤0.01%
+4,992
4967
$120K ﹤0.01%
25,992
+4,560
4968
$120K ﹤0.01%
23,504
+7,074
4969
$120K ﹤0.01%
4,225
-3,701
4970
$119K ﹤0.01%
5,367
-357,466
4971
$119K ﹤0.01%
4,530
-2,364
4972
$119K ﹤0.01%
2,180
+962
4973
$118K ﹤0.01%
3,985
-18,368
4974
$118K ﹤0.01%
35,082
+9,544
4975
$118K ﹤0.01%
102,715
-30,821