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
5276
$60K ﹤0.01%
11,827
+8,108
5277
$60K ﹤0.01%
1,957
+1,796
5278
$60K ﹤0.01%
4,233
-4,150
5279
$60K ﹤0.01%
1,017
5280
$60K ﹤0.01%
2,465
5281
$60K ﹤0.01%
24,845
+20,525
5282
$60K ﹤0.01%
10,080
+2,461
5283
$60K ﹤0.01%
532,671
+483,665
5284
$59K ﹤0.01%
4,009
+116
5285
$59K ﹤0.01%
7,203
+2,495
5286
$59K ﹤0.01%
2,287
+94
5287
$59K ﹤0.01%
1,534
-102
5288
$59K ﹤0.01%
40,222
+26,812
5289
$59K ﹤0.01%
3,440
+1,436
5290
$58K ﹤0.01%
900
+300
5291
$58K ﹤0.01%
8,778
-274
5292
$58K ﹤0.01%
1,733
-1,874
5293
$57K ﹤0.01%
749
+2
5294
$57K ﹤0.01%
848
+60
5295
$57K ﹤0.01%
3,200
+2,721
5296
$57K ﹤0.01%
1,173
+868
5297
$57K ﹤0.01%
2,057
-499
5298
$57K ﹤0.01%
856
+8
5299
$57K ﹤0.01%
1,816
-97
5300
$56K ﹤0.01%
+1,496