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
5676
$13K ﹤0.01%
1,064
+473
5677
$13K ﹤0.01%
9,384
+8,062
5678
$13K ﹤0.01%
1,064
+938
5679
$13K ﹤0.01%
733
-154
5680
$13K ﹤0.01%
6,009
+931
5681
$13K ﹤0.01%
868
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5682
$13K ﹤0.01%
1,864
-1,405
5683
$13K ﹤0.01%
2,686
+469
5684
$12K ﹤0.01%
+5,000
5685
$12K ﹤0.01%
648
+535
5686
$12K ﹤0.01%
1,259
-2,270
5687
$12K ﹤0.01%
1,054
5688
$12K ﹤0.01%
13,340
-5,226
5689
$12K ﹤0.01%
100
5690
$12K ﹤0.01%
2,606
-8,435
5691
$12K ﹤0.01%
500
5692
$12K ﹤0.01%
11,501
-138
5693
$12K ﹤0.01%
8,500
-1,922
5694
$12K ﹤0.01%
416
-518
5695
$12K ﹤0.01%
4,819
-5,785
5696
$12K ﹤0.01%
1,200
5697
$12K ﹤0.01%
+500
5698
$12K ﹤0.01%
1,672
+1,578
5699
$11K ﹤0.01%
977
+960
5700
$11K ﹤0.01%
450
-10,413