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
651
$86.8M 0.02%
746,915
+16,889
652
$86.8M 0.02%
3,191,505
-173,694
653
$86.6M 0.02%
1,381,154
-730,055
654
$86.3M 0.02%
2,901,783
-848,743
655
$86.1M 0.02%
2,835,651
+886,935
656
$86.1M 0.02%
529,352
-33,594
657
$86M 0.02%
2,252,517
-23,289
658
$86M 0.02%
591,889
+28,204
659
$86M 0.02%
600,814
-18,135
660
$85.8M 0.02%
803,434
+64,094
661
$85.8M 0.02%
3,498,253
-224,978
662
$85.5M 0.02%
1,388,700
-144,575
663
$85.3M 0.02%
6,704,210
-3,049,747
664
$84.7M 0.01%
1,107,920
+68,385
665
$84.7M 0.01%
974,823
+122,560
666
$84.5M 0.01%
5,948,590
-1,258,237
667
$84.3M 0.01%
5,199,456
-381,469
668
$83.8M 0.01%
1,554,175
-133,260
669
$83.8M 0.01%
877,816
-129,277
670
$83.4M 0.01%
1,568,708
-432,435
671
$82.9M 0.01%
14,251,970
+7,724,302
672
$82.6M 0.01%
772,922
-237,124
673
$81.8M 0.01%
4,343,977
+3,581,385
674
$81.6M 0.01%
428,767
-75,661
675
$81.3M 0.01%
2,223,803
-185,241