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
5226
$69K ﹤0.01%
20,095
+12,839
5227
$69K ﹤0.01%
2,509
+2,353
5228
$68K ﹤0.01%
2,230
-20,806
5229
$68K ﹤0.01%
30,704
+15,509
5230
$68K ﹤0.01%
4,774
+2,452
5231
$68K ﹤0.01%
18,324
+8,568
5232
$68K ﹤0.01%
13,788
-700
5233
$67K ﹤0.01%
290
+186
5234
$66K ﹤0.01%
4,841
-11,399
5235
$65K ﹤0.01%
+3,974
5236
$65K ﹤0.01%
7,079
-16,799
5237
$65K ﹤0.01%
11,006
+2,881
5238
$65K ﹤0.01%
3,225
-16,260
5239
$65K ﹤0.01%
46,696
5240
$65K ﹤0.01%
2,643
+875
5241
$65K ﹤0.01%
8,751
+6,756
5242
$65K ﹤0.01%
297,703
-13,300
5243
$64K ﹤0.01%
4,236
+1,621
5244
$64K ﹤0.01%
6,212
+430
5245
$64K ﹤0.01%
8,234
-1,577
5246
$64K ﹤0.01%
2,950
+465
5247
$64K ﹤0.01%
3,000
5248
$64K ﹤0.01%
5,100
+65
5249
$63K ﹤0.01%
17,397
+9,927
5250
$63K ﹤0.01%
67