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
5476
$32K ﹤0.01%
562
-408
5477
$32K ﹤0.01%
6,393
-1,907
5478
$31K ﹤0.01%
+948
5479
$31K ﹤0.01%
1,716
+439
5480
$31K ﹤0.01%
2,086
+297
5481
$31K ﹤0.01%
+4,451
5482
$31K ﹤0.01%
635
-140
5483
$31K ﹤0.01%
14
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5484
$31K ﹤0.01%
+787
5485
$31K ﹤0.01%
1,468
-1,099
5486
$31K ﹤0.01%
+4,132
5487
$31K ﹤0.01%
36,456
-3,852
5488
$30K ﹤0.01%
+3,140
5489
$30K ﹤0.01%
153
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5490
$30K ﹤0.01%
1,034
-18
5491
$30K ﹤0.01%
225
5492
$30K ﹤0.01%
2,160
+153
5493
$30K ﹤0.01%
+1,245
5494
$30K ﹤0.01%
1,621
-653
5495
$30K ﹤0.01%
5,896
-562
5496
$29K ﹤0.01%
1,432
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5497
$29K ﹤0.01%
370
+232
5498
$29K ﹤0.01%
7,798
+5,849
5499
$29K ﹤0.01%
+9,682
5500
$29K ﹤0.01%
1,449
+706