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
5551
$24K ﹤0.01%
1,786
-97
5552
$24K ﹤0.01%
513
+216
5553
$24K ﹤0.01%
+2,381
5554
$24K ﹤0.01%
315
-9,685
5555
$24K ﹤0.01%
1,946
-3,105
5556
$24K ﹤0.01%
2,125
+900
5557
$23K ﹤0.01%
+1,724
5558
$23K ﹤0.01%
3,000
5559
$23K ﹤0.01%
+2,639
5560
$23K ﹤0.01%
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5561
$23K ﹤0.01%
+219
5562
$23K ﹤0.01%
827
-601
5563
$22K ﹤0.01%
1,000
-9,141
5564
$22K ﹤0.01%
5,848
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5565
$22K ﹤0.01%
1,000
5566
$22K ﹤0.01%
6,069
+1,206
5567
$22K ﹤0.01%
3,750
5568
$22K ﹤0.01%
3
5569
$22K ﹤0.01%
1,069
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5570
$22K ﹤0.01%
6,284
-1,003
5571
$22K ﹤0.01%
893
5572
$22K ﹤0.01%
2,824
+24
5573
$22K ﹤0.01%
3,086
+1,781
5574
$22K ﹤0.01%
1,597
+1,564
5575
$22K ﹤0.01%
1,181