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
5051
$102K ﹤0.01%
1,496
-155
5052
$102K ﹤0.01%
9,896
+5,873
5053
$102K ﹤0.01%
6,415
+2,297
5054
$102K ﹤0.01%
10,135
-291,820
5055
$102K ﹤0.01%
7,576
+2,932
5056
$102K ﹤0.01%
14,079
+5,410
5057
$102K ﹤0.01%
29,952
+19,401
5058
$101K ﹤0.01%
3,646
-377
5059
$101K ﹤0.01%
7,624
-138,140
5060
$101K ﹤0.01%
10,252
+7,992
5061
$101K ﹤0.01%
10,669
+3,866
5062
$101K ﹤0.01%
34,799
+19,773
5063
$101K ﹤0.01%
1,068
-225
5064
$100K ﹤0.01%
+4,500
5065
$100K ﹤0.01%
2,208
+584
5066
$100K ﹤0.01%
10,637
+7,217
5067
$100K ﹤0.01%
3,342
-1,947
5068
$100K ﹤0.01%
6,373
+1,862
5069
$99K ﹤0.01%
6,362
+2,071
5070
$98K ﹤0.01%
3,103
+1,203
5071
$98K ﹤0.01%
38,023
-12,358
5072
$98K ﹤0.01%
5,351
-625
5073
$98K ﹤0.01%
+5,000
5074
$98K ﹤0.01%
14,262
+505
5075
$98K ﹤0.01%
1,659
+1,010