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
5351
$49K ﹤0.01%
3,506
+2
5352
$49K ﹤0.01%
1,615
-657
5353
$49K ﹤0.01%
2,822
-16,066
5354
$49K ﹤0.01%
6,711
-9,103
5355
$49K ﹤0.01%
64,749
+13,856
5356
$49K ﹤0.01%
27,881
+14,309
5357
$48K ﹤0.01%
2,719
-350
5358
$48K ﹤0.01%
1,827
-4,349
5359
$48K ﹤0.01%
5,178
+2,405
5360
$48K ﹤0.01%
3,482
+975
5361
$48K ﹤0.01%
5,352
-1,400
5362
$48K ﹤0.01%
1,405
-250
5363
$48K ﹤0.01%
3,930
5364
$47K ﹤0.01%
7,888
-3,151
5365
$47K ﹤0.01%
4,178
5366
$47K ﹤0.01%
1,681
+283
5367
$47K ﹤0.01%
+3,192
5368
$47K ﹤0.01%
4,106
+11
5369
$46K ﹤0.01%
+2,089
5370
$46K ﹤0.01%
1,152
-1,729
5371
$46K ﹤0.01%
1,441
-21
5372
$46K ﹤0.01%
15,202
+14,757
5373
$46K ﹤0.01%
16,664
+208
5374
$46K ﹤0.01%
85,989
-640
5375
$46K ﹤0.01%
2,301
-25,856