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
5026
$107K ﹤0.01%
5,909
+1,069
5027
$107K ﹤0.01%
5,817
+4,621
5028
$107K ﹤0.01%
9,407
-910
5029
$106K ﹤0.01%
3,783
+588
5030
$106K ﹤0.01%
206
+27
5031
$106K ﹤0.01%
2,035
+1,752
5032
$106K ﹤0.01%
3,190
+698
5033
$106K ﹤0.01%
3,945
+1,761
5034
$105K ﹤0.01%
26,271
+17,425
5035
$105K ﹤0.01%
215
+210
5036
$105K ﹤0.01%
20,569
+6,052
5037
$105K ﹤0.01%
1,503
-398
5038
$105K ﹤0.01%
3,595
+1,840
5039
$105K ﹤0.01%
4,677
+2,503
5040
$104K ﹤0.01%
4,413
+3,953
5041
$104K ﹤0.01%
2,552
+1,225
5042
$104K ﹤0.01%
5,712
+2,650
5043
$104K ﹤0.01%
3,644
-4,609
5044
$104K ﹤0.01%
7,984
-447
5045
$103K ﹤0.01%
2
+1
5046
$103K ﹤0.01%
8,966
+4,966
5047
$103K ﹤0.01%
18,082
-992
5048
$103K ﹤0.01%
6,377
+3,648
5049
$102K ﹤0.01%
12,181
+7,093
5050
$102K ﹤0.01%
13,158
+919