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
5151
$82K ﹤0.01%
2,700
+200
5152
$82K ﹤0.01%
4,271
+195
5153
$82K ﹤0.01%
5,543
+833
5154
$82K ﹤0.01%
8,595
-4,970
5155
$82K ﹤0.01%
5,892
+4,216
5156
$82K ﹤0.01%
6,905
+2,428
5157
$81K ﹤0.01%
41,627
+29,773
5158
$81K ﹤0.01%
37,121
-21,315
5159
$81K ﹤0.01%
6,065
-6,030
5160
$81K ﹤0.01%
1,871
+814
5161
$81K ﹤0.01%
9,115
-437
5162
$81K ﹤0.01%
39,110
+34,068
5163
$81K ﹤0.01%
+9,617
5164
$81K ﹤0.01%
13,424
+12,791
5165
$80K ﹤0.01%
640
5166
$80K ﹤0.01%
33,138
-16,254
5167
$79K ﹤0.01%
2,535
-2,120
5168
$79K ﹤0.01%
1,597
-39,018
5169
$79K ﹤0.01%
396
+297
5170
$79K ﹤0.01%
7,693
-128
5171
$79K ﹤0.01%
+498
5172
$79K ﹤0.01%
1,887
+1,184
5173
$79K ﹤0.01%
2,020
-10,000
5174
$78K ﹤0.01%
3,229
+2,033
5175
$78K ﹤0.01%
7,913
+2,796