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
701
$73.9M 0.01%
1,149,580
+114,458
702
$73.8M 0.01%
1,212,925
-7,139,182
703
$73.7M 0.01%
1,790,766
+1,065,580
704
$73.1M 0.01%
2,384,536
+235,870
705
$72.9M 0.01%
2,177,692
+1,155,574
706
$72.7M 0.01%
213,725
-43,029
707
$72.6M 0.01%
3,684,852
-251,003
708
$72.4M 0.01%
4,573,293
-300,107
709
$72.4M 0.01%
1,512,104
-117,798
710
$71.9M 0.01%
1,083,471
-65,283
711
$71.7M 0.01%
1,444,737
-224,931
712
$71.6M 0.01%
1,097,276
-43,781
713
$71.5M 0.01%
1,208,214
+97,767
714
$71.3M 0.01%
2,112,968
+510,843
715
$71.3M 0.01%
1,219,979
+449,549
716
$71.3M 0.01%
3,945,320
-132,068
717
$71.2M 0.01%
790,655
+383,412
718
$71.2M 0.01%
1,174,029
+18,157
719
$70.9M 0.01%
1,605,263
+137,335
720
$70.8M 0.01%
1,690,364
+273,014
721
$70.7M 0.01%
961,604
+247,167
722
$70.6M 0.01%
2,526,446
-129,084
723
$70.5M 0.01%
1,512,299
+283,365
724
$70.3M 0.01%
2,813,228
+742,486
725
$69.5M 0.01%
1,704,699
-155,515