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
5101
$93K ﹤0.01%
2,916
+2,167
5102
$93K ﹤0.01%
17,912
+8,294
5103
$93K ﹤0.01%
1,635
-291,591
5104
$92K ﹤0.01%
3,851
-2,098
5105
$92K ﹤0.01%
3,777
+1,144
5106
$92K ﹤0.01%
8,688
-14,032
5107
$92K ﹤0.01%
175,000
-479,623
5108
$92K ﹤0.01%
3,980
5109
$92K ﹤0.01%
3,284
+89
5110
$92K ﹤0.01%
2,059
+1,094
5111
$91K ﹤0.01%
85,038
-47,749
5112
$91K ﹤0.01%
7,495
-1,288
5113
$91K ﹤0.01%
+12,141
5114
$91K ﹤0.01%
39,605
-2,487
5115
$90K ﹤0.01%
18,759
-7,754
5116
$90K ﹤0.01%
952
-5,491
5117
$90K ﹤0.01%
3,901
+3,393
5118
$90K ﹤0.01%
3,451
+990
5119
$90K ﹤0.01%
345
+293
5120
$90K ﹤0.01%
3,497
+2,497
5121
$89K ﹤0.01%
298
+34
5122
$89K ﹤0.01%
8,212
5123
$89K ﹤0.01%
6,481
+4,552
5124
$89K ﹤0.01%
7,029
+1,929
5125
$88K ﹤0.01%
8,388
+119