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
726
$69.3M 0.01%
3,860,562
-1,322,298
727
$69.2M 0.01%
775,160
+396,889
728
$69.2M 0.01%
513,794
+169,593
729
$69.1M 0.01%
2,838,074
-136,939
730
$68.7M 0.01%
573,954
-144,538
731
$68.5M 0.01%
1,635,714
-234,474
732
$68.5M 0.01%
2,631,009
-633,361
733
$68.2M 0.01%
1,536,191
+61,303
734
$68.1M 0.01%
5,759,226
-1,458,096
735
$68M 0.01%
1,730,095
+967,068
736
$67.6M 0.01%
647,571
-283,825
737
$67.1M 0.01%
1,353,836
-55,037
738
$66.8M 0.01%
972,188
-24,849
739
$66.7M 0.01%
287,203
-45,637
740
$66.5M 0.01%
876,641
-448,579
741
$66.5M 0.01%
893,141
-244,621
742
$66.4M 0.01%
907,732
-365,689
743
$66.3M 0.01%
1,371,867
-243,508
744
$66.3M 0.01%
2,818,354
-544,947
745
$66.2M 0.01%
1,509,151
-329,517
746
$66.2M 0.01%
593,865
-24,288
747
$66M 0.01%
673,685
-31,541
748
$66M 0.01%
11,502,704
+6,139,001
749
$65.3M 0.01%
2,314,040
-851,220
750
$65.2M 0.01%
6,487,599
+2,608,863