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
751
$65M 0.01%
+1,302,429
752
$65M 0.01%
1,732,727
+291,909
753
$65M 0.01%
788,033
-142,526
754
$64.8M 0.01%
1,018,388
+296,551
755
$64.7M 0.01%
1,010,126
-88,829
756
$64.7M 0.01%
955,099
-297,021
757
$64.6M 0.01%
556,225
-104,169
758
$64.6M 0.01%
696,812
-185,779
759
$64.5M 0.01%
1,719,422
+1,132,895
760
$63.9M 0.01%
2,532,583
-649,207
761
$63.9M 0.01%
2,993,327
+390,717
762
$63.9M 0.01%
802,116
-2,369
763
$63.9M 0.01%
1,462,175
-419,942
764
$63.9M 0.01%
796,398
+4,314
765
$63.8M 0.01%
1,328,573
-122,300
766
$63.5M 0.01%
1,084,198
-45,345
767
$63.4M 0.01%
509,488
-115,618
768
$63.2M 0.01%
2,593,418
+483,344
769
$63M 0.01%
1,316,008
-4,082
770
$63M 0.01%
3,090,672
-1,860,232
771
$62.8M 0.01%
652,152
-60,649
772
$62.3M 0.01%
280,975
-55,814
773
$62.3M 0.01%
635,074
-50,562
774
$62.1M 0.01%
5,196,556
-366,420
775
$62M 0.01%
4,531,753
-435,527