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
5451
$35K ﹤0.01%
1,087
+416
5452
$34K ﹤0.01%
14,438
+8,270
5453
$34K ﹤0.01%
1,000
5454
$34K ﹤0.01%
1,700
+800
5455
$34K ﹤0.01%
2,095
5456
$34K ﹤0.01%
30,205
-3,862
5457
$34K ﹤0.01%
2,644
-556
5458
$34K ﹤0.01%
313
5459
$34K ﹤0.01%
2,814
-1,505
5460
$34K ﹤0.01%
4,025
-1,899
5461
$34K ﹤0.01%
2,609
-1,200
5462
$34K ﹤0.01%
+3,356
5463
$33K ﹤0.01%
29,010
+22,287
5464
$33K ﹤0.01%
13,000
-116
5465
$33K ﹤0.01%
7,068
+2,152
5466
$33K ﹤0.01%
3,137
-683
5467
$33K ﹤0.01%
702
-28
5468
$33K ﹤0.01%
38,889
+31,840
5469
$32K ﹤0.01%
2,236
+365
5470
$32K ﹤0.01%
2,936
+2
5471
$32K ﹤0.01%
6,062
+50
5472
$32K ﹤0.01%
1,389
+601
5473
$32K ﹤0.01%
1,087
-199
5474
$32K ﹤0.01%
+1,703
5475
$32K ﹤0.01%
+6,180