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
5376
$45K ﹤0.01%
21,107
5377
$45K ﹤0.01%
436
+225
5378
$45K ﹤0.01%
1,992
5379
$45K ﹤0.01%
+2,859
5380
$45K ﹤0.01%
3,597
-17,922
5381
$44K ﹤0.01%
6,788
+4,560
5382
$43K ﹤0.01%
+2,128
5383
$43K ﹤0.01%
6,017
+2,458
5384
$43K ﹤0.01%
1,777
-15,908
5385
$43K ﹤0.01%
782
-2,056
5386
$43K ﹤0.01%
630
5387
0
5388
$43K ﹤0.01%
668
-1,350
5389
$43K ﹤0.01%
3,194
-936
5390
$43K ﹤0.01%
26,684
+8,887
5391
$42K ﹤0.01%
2,535
+2,398
5392
$42K ﹤0.01%
456
+270
5393
$42K ﹤0.01%
977
-305
5394
$41K ﹤0.01%
26,667
-1,050
5395
$41K ﹤0.01%
794
+345
5396
$40K ﹤0.01%
11,110
+5,194
5397
$40K ﹤0.01%
+3,211
5398
$40K ﹤0.01%
3,366
+3,000
5399
$40K ﹤0.01%
18,606
+10,305
5400
$40K ﹤0.01%
44,534
-3,320