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
5601
$19K ﹤0.01%
4,431
-946
5602
$19K ﹤0.01%
595
-17,079
5603
$19K ﹤0.01%
15,903
+13,761
5604
$19K ﹤0.01%
4,840
+901
5605
$19K ﹤0.01%
1,949
-320
5606
$18K ﹤0.01%
1,071
5607
$18K ﹤0.01%
5,431
-537,056
5608
$18K ﹤0.01%
765
-2,934
5609
$18K ﹤0.01%
1,130
-712
5610
$18K ﹤0.01%
461
-11
5611
$18K ﹤0.01%
41,157
+12,017
5612
$18K ﹤0.01%
650
5613
$18K ﹤0.01%
727
+677
5614
$18K ﹤0.01%
3,200
5615
$17K ﹤0.01%
1,063
-75
5616
$17K ﹤0.01%
+5,900
5617
$17K ﹤0.01%
42
+1
5618
$17K ﹤0.01%
+2,131
5619
$17K ﹤0.01%
+628
5620
$17K ﹤0.01%
+780
5621
$17K ﹤0.01%
+672
5622
$17K ﹤0.01%
532
-161
5623
$17K ﹤0.01%
902
-821
5624
$17K ﹤0.01%
28,600
-15,299
5625
$17K ﹤0.01%
3