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
826
$54.5M 0.01%
473,194
+218,135
827
$54.4M 0.01%
1,455,681
-53,402
828
$54.2M 0.01%
3,092,733
+2,481,065
829
$54.2M 0.01%
612,193
-157,690
830
$54.2M 0.01%
2,030,889
+482,385
831
$54.1M 0.01%
229,348
-61,126
832
$54M 0.01%
1,627,118
+473,667
833
$54M 0.01%
580,593
+12,970
834
$53.8M 0.01%
1,281,400
+81,008
835
$53.7M 0.01%
1,233,727
-211,613
836
$53.7M 0.01%
1,019,718
-38,779
837
$53.2M 0.01%
1,886,270
-29,535
838
$53.1M 0.01%
862,743
+205,699
839
$53M 0.01%
4,878,411
-2,244,647
840
$53M 0.01%
1,757,959
+336,877
841
$52.9M 0.01%
1,015,315
-140,566
842
$52.9M 0.01%
2,038,034
-593,588
843
$52.9M 0.01%
2,571,500
+94,026
844
$52.8M 0.01%
519,154
+68,639
845
$52.8M 0.01%
3,162,885
+116,270
846
$52.7M 0.01%
1,200,582
-426,642
847
$52.5M 0.01%
3,487,956
+2,930,768
848
$52.5M 0.01%
3,264,646
+1,402,433
849
$52.4M 0.01%
917,537
+368,531
850
$52.2M 0.01%
1,065,256
+170,400