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
901
$47.6M 0.01%
488,792
-14,481
902
$47.6M 0.01%
887,277
+3,040
903
$47.6M 0.01%
979,759
+499,040
904
$47.5M 0.01%
740,560
-161,725
905
$47.1M 0.01%
2,988,334
-321,006
906
$47.1M 0.01%
290,395
+34,314
907
$47M 0.01%
2,185,970
+604,117
908
$47M 0.01%
562,129
-119,109
909
$46.9M 0.01%
935,830
+758,928
910
$46.8M 0.01%
1,034,096
+12,520
911
$46.7M 0.01%
389,938
-4,089
912
$46.7M 0.01%
497,370
-9,942
913
$46.7M 0.01%
1,334,948
+21,179
914
$46.6M 0.01%
533,844
-68,783
915
$46.5M 0.01%
880,811
+634,764
916
$46.5M 0.01%
1,456,875
-49,058
917
$46.3M 0.01%
4,138,110
+402,005
918
$46.3M 0.01%
1,322,565
-397,056
919
$46.3M 0.01%
1,211,024
-1,313,123
920
$46.2M 0.01%
2,827,457
+2,702,754
921
$46.2M 0.01%
1,538,114
-12,062
922
$46.1M 0.01%
870,884
-632,583
923
$46.1M 0.01%
1,108,706
+56,845
924
$46.1M 0.01%
1,838,172
+546,706
925
$46M 0.01%
946,832
+121,782