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
1001
$40.5M 0.01%
1,300,078
-1,010,380
1002
$40.5M 0.01%
499,897
+74,378
1003
$40.4M 0.01%
325,546
-72,340
1004
$40.3M 0.01%
569,296
-5,356
1005
$40.3M 0.01%
818,133
+33,707
1006
$40.3M 0.01%
1,352,697
+363,249
1007
$40.2M 0.01%
886,735
+33,198
1008
$40.2M 0.01%
939,564
+140,665
1009
$40.1M 0.01%
681,484
+13,337
1010
$40M 0.01%
945,890
-126,394
1011
$39.8M 0.01%
284,357
-39,237
1012
$39.8M 0.01%
1,333,115
+458,718
1013
$39.7M 0.01%
426,581
-124,343
1014
$39.6M 0.01%
574,662
-97,531
1015
$39.5M 0.01%
295,773
+7,845
1016
$39.5M 0.01%
819,138
+243,098
1017
$39.3M 0.01%
1,408,123
+116,959
1018
$39.3M 0.01%
366,457
-111,920
1019
$39.3M 0.01%
1,215,114
+180,865
1020
$39.3M 0.01%
633,071
+167,922
1021
$39.2M 0.01%
900,717
+24,651
1022
$39.2M 0.01%
726,967
-974,393
1023
$39.2M 0.01%
1,447,552
-2,082,366
1024
$39.1M 0.01%
1,870,746
+226,275
1025
$39M 0.01%
399,132
+67,439