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
4976
$117K ﹤0.01%
2,895
+1,652
4977
$117K ﹤0.01%
14,844
+7,228
4978
$117K ﹤0.01%
10,045
+3,076
4979
$117K ﹤0.01%
3,264
+3,021
4980
$116K ﹤0.01%
9,351
+3,224
4981
$116K ﹤0.01%
1,737
+661
4982
$116K ﹤0.01%
5,702
-831
4983
$115K ﹤0.01%
12,102
-11,264
4984
$115K ﹤0.01%
3,992
+1,907
4985
$115K ﹤0.01%
19,717
+7,082
4986
$115K ﹤0.01%
6,813
-3,305
4987
$115K ﹤0.01%
12,046
-692
4988
$115K ﹤0.01%
24,878
-86,701
4989
$115K ﹤0.01%
4,605
-4,667
4990
$115K ﹤0.01%
26,516
+16,695
4991
$115K ﹤0.01%
46,269
-3,184
4992
$115K ﹤0.01%
5,756
+2,662
4993
$115K ﹤0.01%
42,405
+34,784
4994
$114K ﹤0.01%
2,591
-25,644
4995
$114K ﹤0.01%
3,089
+368
4996
$114K ﹤0.01%
5,201
+1,181
4997
$113K ﹤0.01%
29,360
+1,098
4998
$113K ﹤0.01%
3,530
-584
4999
$113K ﹤0.01%
10,596
+2,465
5000
$112K ﹤0.01%
23,417
+8,773