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
576
$106M 0.02%
16,301,060
+511,782
577
$106M 0.02%
361,447
-155,536
578
$106M 0.02%
3,885,343
+587,670
579
$106M 0.02%
6,531,185
+629,835
580
$106M 0.02%
739,703
-38,264
581
$105M 0.02%
3,776,731
-1,944,562
582
$105M 0.02%
3,142,842
+478,278
583
$104M 0.02%
1,169,334
-45,874
584
$104M 0.02%
2,543,161
+1,094,742
585
$104M 0.02%
4,045,280
+2,586,389
586
$104M 0.02%
7,985,766
+3,885,205
587
$104M 0.02%
1,592,587
+275,569
588
$103M 0.02%
5,407,755
-2,297,951
589
$103M 0.02%
732,848
-43,252
590
$102M 0.02%
790,637
-47,791
591
$102M 0.02%
994,765
+20,045
592
$102M 0.02%
1,377,777
+428,986
593
$102M 0.02%
1,949,374
-78,278
594
$102M 0.02%
3,160,929
+636,308
595
$102M 0.02%
3,016,950
-339,850
596
$102M 0.02%
3,223,507
-540,278
597
$101M 0.02%
3,521,534
-217,931
598
$101M 0.02%
2,173,790
+1,000,464
599
$101M 0.02%
2,038,476
+61,013
600
$101M 0.02%
581,255
-675