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
5201
$73K ﹤0.01%
8,052
+2,962
5202
$73K ﹤0.01%
183
-22
5203
$73K ﹤0.01%
6,406
+2,493
5204
0
5205
$73K ﹤0.01%
9,277
-37,852
5206
$73K ﹤0.01%
5,760
+578
5207
$72K ﹤0.01%
4,176
+1,668
5208
$72K ﹤0.01%
40,240
+6,653
5209
$72K ﹤0.01%
2,545
+200
5210
$72K ﹤0.01%
16,578
+11,002
5211
$71K ﹤0.01%
1,333
5212
$71K ﹤0.01%
1,775
-17,146
5213
$71K ﹤0.01%
71,030
+12,863
5214
$71K ﹤0.01%
3,091
+73
5215
$71K ﹤0.01%
6,372
-1,628
5216
$70K ﹤0.01%
7,796
+259
5217
$70K ﹤0.01%
8,290
+4,946
5218
$70K ﹤0.01%
11,035
+1,616
5219
$70K ﹤0.01%
2,943
-725
5220
$70K ﹤0.01%
2,820
+1,162
5221
$70K ﹤0.01%
4,148
-503
5222
$69K ﹤0.01%
14,724
+10,732
5223
$69K ﹤0.01%
4,460
+1,882
5224
$69K ﹤0.01%
3,355
-2,607
5225
$69K ﹤0.01%
3,183
+2,361