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
5301
$56K ﹤0.01%
17,736
-82,963
5302
$56K ﹤0.01%
1,104
+379
5303
$55K ﹤0.01%
9,133
-421
5304
$55K ﹤0.01%
5,746
+126
5305
$55K ﹤0.01%
13,430
-584,236
5306
$55K ﹤0.01%
4,000
5307
$55K ﹤0.01%
4,291
+2,306
5308
$55K ﹤0.01%
3,487
+859
5309
$54K ﹤0.01%
24,242
+956
5310
$54K ﹤0.01%
1,916
-16,836
5311
$54K ﹤0.01%
3,794
5312
$54K ﹤0.01%
4,878
-423
5313
$54K ﹤0.01%
3,905
5314
$54K ﹤0.01%
2,864
-10
5315
$54K ﹤0.01%
+19,133
5316
$54K ﹤0.01%
4,500
5317
$53K ﹤0.01%
+6,394
5318
$53K ﹤0.01%
4,846
+2,846
5319
$53K ﹤0.01%
1,067
-526
5320
$53K ﹤0.01%
4,048
+9
5321
$53K ﹤0.01%
+15,000
5322
$53K ﹤0.01%
28,800
5323
$53K ﹤0.01%
2,643
+1,700
5324
$53K ﹤0.01%
773
-341
5325
$53K ﹤0.01%
215
+146