Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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
526
$124M 0.02%
2,081,125
-373,123
527
$124M 0.02%
668,431
+16,394
528
$124M 0.02%
3,897,283
-728,664
529
$124M 0.02%
3,603,414
-235,944
530
$123M 0.02%
2,369,775
-159,044
531
$123M 0.02%
1,196,970
-600,801
532
$122M 0.02%
2,687,402
+575,363
533
$122M 0.02%
5,372,970
+191,740
534
$122M 0.02%
4,613,031
+1,674,188
535
$122M 0.02%
15,938,109
-4,478,873
536
$122M 0.02%
3,755,714
+78,033
537
$121M 0.02%
787,569
+85,632
538
$121M 0.02%
1,633,626
-24,519
539
$121M 0.02%
3,483,370
+224,250
540
$121M 0.02%
2,274,837
-25,193
541
$120M 0.02%
4,800,307
+3,881,328
542
$120M 0.02%
2,040,653
-78,448
543
$120M 0.02%
888,600
+15,414
544
$120M 0.02%
909,464
-128,817
545
$120M 0.02%
6,478,178
-120,445
546
$119M 0.02%
2,270,439
-200,449
547
$118M 0.02%
3,268,310
-162,770
548
$118M 0.02%
677,271
+11,811
549
$118M 0.02%
2,054,412
-14,919
550
$117M 0.02%
1,409,026
-69,930