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
676
$81.2M 0.01%
5,612,882
-975,891
677
$80.4M 0.01%
8,044,866
+924,168
678
$80.2M 0.01%
1,656,167
+884,927
679
$80M 0.01%
1,224,508
+321,319
680
$79.9M 0.01%
808,948
-15,603
681
$79.6M 0.01%
1,012,263
+106,690
682
$78.9M 0.01%
9,141,050
+2,736,900
683
$78.6M 0.01%
2,746,200
+479,586
684
$78.5M 0.01%
294,353
-23,878
685
$78.4M 0.01%
2,032,369
+193,400
686
$78.1M 0.01%
908,191
+170,865
687
$77.6M 0.01%
911,235
+119,970
688
$77.5M 0.01%
410,987
+35,305
689
$77.3M 0.01%
4,773,577
+3,007,939
690
$76.1M 0.01%
7,137,552
-3,477,287
691
$76M 0.01%
5,044,445
-160,689
692
$75.4M 0.01%
2,541,750
-2,003,633
693
$75.3M 0.01%
3,391,935
+769,365
694
$74.9M 0.01%
1,428,182
-143,958
695
$74.6M 0.01%
1,430,751
-49,765
696
$74.5M 0.01%
71,794
+922
697
$74.4M 0.01%
1,325,366
+129,430
698
$74.4M 0.01%
1,787,854
+926,819
699
$74.4M 0.01%
646,348
-31,105
700
$74.2M 0.01%
4,475,062
-355,096