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
876
$49.8M 0.01%
1,985,963
-374,054
877
$49.8M 0.01%
2,227,665
-2,337
878
$49.4M 0.01%
1,511,381
-53,694
879
$49.3M 0.01%
912,058
+152,844
880
$49.1M 0.01%
19,194,112
-3,544,032
881
$49.1M 0.01%
2,947,147
-492,742
882
$49.1M 0.01%
778,037
+114,391
883
$49M 0.01%
2,324,761
+640,595
884
$48.9M 0.01%
1,076,881
-204,787
885
$48.9M 0.01%
10,036,432
-2,506,707
886
$48.8M 0.01%
150,027
+7,959
887
$48.7M 0.01%
787,774
-143,756
888
$48.6M 0.01%
643,891
+97,706
889
$48.6M 0.01%
517,468
-126,866
890
$48.6M 0.01%
1,374,274
-288,087
891
$48.4M 0.01%
1,953,570
+11,434
892
$48.4M 0.01%
943,914
+72,516
893
$48.4M 0.01%
339,030
+175,477
894
$48.1M 0.01%
838,979
+523,019
895
$48M 0.01%
646,294
+40,245
896
$48M 0.01%
1,891,880
-395,250
897
$47.8M 0.01%
1,718,403
-236,627
898
$47.7M 0.01%
1,130,404
-30,763
899
$47.7M 0.01%
554,327
-20,884
900
$47.7M 0.01%
392,512
+331,913