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
776
$62M 0.01%
1,538,860
+157,715
777
$61.7M 0.01%
4,268,160
-1,031,274
778
$61.6M 0.01%
4,242,556
-1,066,185
779
$61.3M 0.01%
4,355,950
-550,430
780
$61.2M 0.01%
696,496
+10,258
781
$60.9M 0.01%
1,352,606
+2,785
782
$60.9M 0.01%
1,385,094
-309,276
783
$60.9M 0.01%
1,796,275
-202,775
784
$60.8M 0.01%
882,485
+345,493
785
$60.6M 0.01%
2,823,748
-83,774
786
$60.5M 0.01%
1,124,116
+15,016
787
$60.5M 0.01%
672,203
-76,222
788
$60.4M 0.01%
2,667,077
-392,660
789
$60.4M 0.01%
716,691
+65,372
790
$60.3M 0.01%
2,447,858
+49,574
791
$60.2M 0.01%
1,322,374
+9,451
792
$60.2M 0.01%
897,930
-291,173
793
$60.1M 0.01%
2,855,901
+315,625
794
$59.6M 0.01%
4,332,361
+418,014
795
$59.6M 0.01%
2,350,141
-111,966
796
$59.5M 0.01%
2,640,798
-878,490
797
$59.4M 0.01%
578,023
+47,955
798
$59.1M 0.01%
1,553,185
-283,455
799
$58.6M 0.01%
589,073
-317,256
800
$58.5M 0.01%
4,429,997
+1,013,151