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
5501
$29K ﹤0.01%
2,502
-408,440
5502
$29K ﹤0.01%
1,513
-1,000
5503
$29K ﹤0.01%
26,000
-1,000
5504
$29K ﹤0.01%
4,417
5505
$29K ﹤0.01%
1,890
+1,640
5506
$29K ﹤0.01%
5,683
+3,516
5507
$28K ﹤0.01%
1,208
-909
5508
$28K ﹤0.01%
2,545
+1,388
5509
$28K ﹤0.01%
3,062
+3,060
5510
$28K ﹤0.01%
2,290
-1,756
5511
$28K ﹤0.01%
19,103
5512
$28K ﹤0.01%
22,159
-368,167
5513
$28K ﹤0.01%
79,265
+8,059
5514
$28K ﹤0.01%
2,758
+997
5515
$27K ﹤0.01%
2,055
-726
5516
$27K ﹤0.01%
500
-100
5517
$27K ﹤0.01%
802
-4,120
5518
$27K ﹤0.01%
7,123
+1,924
5519
$27K ﹤0.01%
25
+20
5520
$27K ﹤0.01%
1,604
-884
5521
$27K ﹤0.01%
1,728
-15
5522
$27K ﹤0.01%
1,374
-3,411
5523
$27K ﹤0.01%
1,253
-1,853
5524
$27K ﹤0.01%
572
-154
5525
$26K ﹤0.01%
1,097
-1,504