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
5701
$11K ﹤0.01%
750
-500
5702
$11K ﹤0.01%
797
-377
5703
0
5704
$11K ﹤0.01%
6,000
+5,000
5705
$11K ﹤0.01%
14,621
-1,460
5706
$11K ﹤0.01%
9
-18
5707
$11K ﹤0.01%
9,006
-5,545
5708
$11K ﹤0.01%
7,220
5709
$11K ﹤0.01%
1,104
+10
5710
$11K ﹤0.01%
1,000
+956
5711
$11K ﹤0.01%
157
5712
$10K ﹤0.01%
2,589
-264
5713
$10K ﹤0.01%
+63
5714
$10K ﹤0.01%
2,766
-674
5715
$10K ﹤0.01%
404
5716
$10K ﹤0.01%
171
-16,682
5717
0
5718
$10K ﹤0.01%
2,000
-2
5719
$10K ﹤0.01%
491
-1,572
5720
$10K ﹤0.01%
+900
5721
$10K ﹤0.01%
1,000
-98
5722
$10K ﹤0.01%
+416
5723
$10K ﹤0.01%
891
-305
5724
$10K ﹤0.01%
400
5725
$10K ﹤0.01%
1,596
-33