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
1026
$38.9M 0.01%
1,090,531
+919,976
1027
$38.7M 0.01%
1,416,447
-106,402
1028
$38.6M 0.01%
520,239
+346,194
1029
$38.5M 0.01%
314,617
-103,272
1030
$38.4M 0.01%
1,384,991
+32,939
1031
$38.4M 0.01%
635,848
-90,634
1032
$38.3M 0.01%
1,168,680
+79,750
1033
$38.2M 0.01%
2,824,710
-340,809
1034
$38.2M 0.01%
839,138
-5,078
1035
$38.2M 0.01%
385,971
+242,507
1036
$38.1M 0.01%
1,438,980
-271,369
1037
$38.1M 0.01%
748,799
-66,421
1038
$38.1M 0.01%
1,164,470
+31,846
1039
$38.1M 0.01%
447,035
-51,233
1040
$37.9M 0.01%
133,767
+34,322
1041
$37.9M 0.01%
839,416
-81,275
1042
$37.8M 0.01%
1,370,808
-183,842
1043
$37.8M 0.01%
612,873
-44,522
1044
$37.7M 0.01%
3,318,251
-67,479
1045
$37.6M 0.01%
1,728,492
-164,954
1046
$37.6M 0.01%
833,305
-93,457
1047
$37.6M 0.01%
1,022,586
-3,522
1048
$37.6M 0.01%
535,273
+83,075
1049
$37.5M 0.01%
1,015,712
+525,629
1050
$37.4M 0.01%
1,328,543
-109,990