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
5576
$22K ﹤0.01%
454
5577
$22K ﹤0.01%
1,004
+600
5578
$21K ﹤0.01%
4,594
-6,420
5579
$21K ﹤0.01%
9,387
-857
5580
$21K ﹤0.01%
3,016
-127
5581
$21K ﹤0.01%
530
-2,371
5582
$21K ﹤0.01%
1,325
-2,381
5583
$21K ﹤0.01%
3,353
+1,412
5584
$21K ﹤0.01%
1,205
-856
5585
$21K ﹤0.01%
6,970
+6
5586
$20K ﹤0.01%
9,050
+1,000
5587
$20K ﹤0.01%
1,225
-30
5588
$20K ﹤0.01%
2,478
+1,007
5589
$20K ﹤0.01%
192
5590
$20K ﹤0.01%
5,797
-3,347
5591
$20K ﹤0.01%
799
-3,534
5592
$19K ﹤0.01%
5,200
+4,500
5593
$19K ﹤0.01%
1,016
+246
5594
$19K ﹤0.01%
600
-106
5595
$19K ﹤0.01%
+957
5596
$19K ﹤0.01%
2,029
+940
5597
$19K ﹤0.01%
7,770
-5,516
5598
$19K ﹤0.01%
1,459
+68
5599
$19K ﹤0.01%
662
+32
5600
$19K ﹤0.01%
1,673