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
5401
$40K ﹤0.01%
2,000
5402
$40K ﹤0.01%
2,178
-1,300
5403
$40K ﹤0.01%
6,771
+2,504
5404
$40K ﹤0.01%
877
5405
$40K ﹤0.01%
580
+280
5406
$40K ﹤0.01%
9,977
-16,192
5407
$40K ﹤0.01%
4,181
-792
5408
$40K ﹤0.01%
5,087
-5,244
5409
$40K ﹤0.01%
16,745
-117,213
5410
$40K ﹤0.01%
3,615
-20,086
5411
$40K ﹤0.01%
1,706
-706
5412
$40K ﹤0.01%
2,115
-299
5413
$39K ﹤0.01%
2,575
5414
$39K ﹤0.01%
+516
5415
$39K ﹤0.01%
1,280
+1,082
5416
$39K ﹤0.01%
1,542
5417
$39K ﹤0.01%
10,915
-6,882
5418
$39K ﹤0.01%
2,900
-2,014
5419
$38K ﹤0.01%
+1,025
5420
$38K ﹤0.01%
1,599
-3
5421
$38K ﹤0.01%
628
+291
5422
$38K ﹤0.01%
2,765
5423
$38K ﹤0.01%
10,321
+162
5424
$38K ﹤0.01%
2,795
+241
5425
$38K ﹤0.01%
83
-3,800