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
5126
$88K ﹤0.01%
845
+400
5127
$88K ﹤0.01%
310
+78
5128
$88K ﹤0.01%
10,722
+4,285
5129
$88K ﹤0.01%
6,721
5130
$87K ﹤0.01%
3,702
+819
5131
$87K ﹤0.01%
+1,925
5132
$87K ﹤0.01%
4,394
+4,149
5133
$87K ﹤0.01%
4,000
5134
$87K ﹤0.01%
69,878
-50,366
5135
$87K ﹤0.01%
15,002
-208
5136
$86K ﹤0.01%
5,466
+1,980
5137
$86K ﹤0.01%
1,753
-12,718
5138
$86K ﹤0.01%
5,054
+4,090
5139
$86K ﹤0.01%
6,215
+1,798
5140
$86K ﹤0.01%
4,400
-1,700
5141
$86K ﹤0.01%
8,368
-2,254
5142
$85K ﹤0.01%
3,668
+2,324
5143
$85K ﹤0.01%
12,591
-209
5144
$84K ﹤0.01%
2,831
+50
5145
$84K ﹤0.01%
2,779
+900
5146
$83K ﹤0.01%
1,660
+1,299
5147
$83K ﹤0.01%
12,765
5148
$83K ﹤0.01%
372,453
+50,000
5149
$83K ﹤0.01%
3,555
-5,500
5150
$83K ﹤0.01%
4,382
-2,610