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
5176
$78K ﹤0.01%
5,910
+4,499
5177
$78K ﹤0.01%
24,896
+8,940
5178
$77K ﹤0.01%
25,543
+8,063
5179
$77K ﹤0.01%
15,401
-4,089
5180
$77K ﹤0.01%
11,642
+6,248
5181
$77K ﹤0.01%
5,917
+5,852
5182
$77K ﹤0.01%
10,070
-928
5183
$77K ﹤0.01%
77,576
+55,239
5184
$77K ﹤0.01%
17,138
-440
5185
$77K ﹤0.01%
3,179
-9
5186
$77K ﹤0.01%
3,042
+2,606
5187
$77K ﹤0.01%
6,750
+2,173
5188
$77K ﹤0.01%
1,598
-732
5189
$77K ﹤0.01%
19,239
+8,981
5190
$76K ﹤0.01%
17,824
+845
5191
$75K ﹤0.01%
+2,710
5192
$75K ﹤0.01%
3,425
5193
$75K ﹤0.01%
7,512
+4,685
5194
$75K ﹤0.01%
7,638
+5,462
5195
$74K ﹤0.01%
2,125
+325
5196
$74K ﹤0.01%
5,180
-1,317
5197
$74K ﹤0.01%
1,849
+354
5198
$74K ﹤0.01%
3,767
+1,549
5199
$74K ﹤0.01%
36,117
+14,586
5200
$73K ﹤0.01%
3,215
-17,309