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
801
$58.1M 0.01%
1,060,039
-471,858
802
$58M 0.01%
1,984,021
-124,789
803
$58M 0.01%
492,002
-30,603
804
$57.8M 0.01%
5,457,696
+285,859
805
$57.7M 0.01%
2,075,526
+566,003
806
$57.5M 0.01%
785,016
+98,082
807
$57.2M 0.01%
2,610,907
-97,132
808
$57.1M 0.01%
1,005,291
-184,944
809
$56.9M 0.01%
1,269,466
+8,923
810
$56.9M 0.01%
269,746
-32,615
811
$56.6M 0.01%
2,688,465
+512,141
812
$56.6M 0.01%
5,685,660
+5,078,670
813
$56.5M 0.01%
1,201,045
-120,625
814
$56.5M 0.01%
441,587
-665,533
815
$56M 0.01%
1,136,416
+17,101
816
$55.9M 0.01%
2,804,650
-189,395
817
$55.8M 0.01%
492,586
-36,267
818
$55.6M 0.01%
14,191,351
+7,379,720
819
$55.6M 0.01%
874,114
+15,811
820
$55.6M 0.01%
952,386
-7,714
821
$55.3M 0.01%
1,971,184
+1,549,682
822
$55.1M 0.01%
3,845,811
+3,149,359
823
$54.9M 0.01%
1,269,416
-363,536
824
$54.9M 0.01%
2,643,574
+432,555
825
$54.8M 0.01%
757,055
+41,815