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
5326
$53K ﹤0.01%
6,573
+2,442
5327
$53K ﹤0.01%
31,113
+12,975
5328
$52K ﹤0.01%
4,332
+533
5329
$52K ﹤0.01%
1,216
5330
$52K ﹤0.01%
15,570
+6,208
5331
$52K ﹤0.01%
5,234
+1,924
5332
$52K ﹤0.01%
7,400
-1,100
5333
$52K ﹤0.01%
22,241
-4,039
5334
$52K ﹤0.01%
3,860
-603
5335
$52K ﹤0.01%
14,544
5336
$52K ﹤0.01%
34,904
-952
5337
$51K ﹤0.01%
+5,415
5338
$51K ﹤0.01%
556
+504
5339
$51K ﹤0.01%
221
+147
5340
$51K ﹤0.01%
25,382
-3,635
5341
$51K ﹤0.01%
2,643
-399
5342
$50K ﹤0.01%
8,033
+7,541
5343
$50K ﹤0.01%
7,587
-698
5344
$50K ﹤0.01%
2,600
+500
5345
$50K ﹤0.01%
27,225
5346
$50K ﹤0.01%
30,315
+15,815
5347
$49K ﹤0.01%
2,251
-40
5348
$49K ﹤0.01%
1,874
5349
$49K ﹤0.01%
+2,084
5350
$49K ﹤0.01%
5,880
+623