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
1051
$37.4M 0.01%
1,244,481
-211,721
1052
$37.4M 0.01%
709,815
+145,475
1053
$37.3M 0.01%
371,036
+14,491
1054
$37.2M 0.01%
809,087
-462,426
1055
$37.2M 0.01%
705,051
-52,612
1056
$37.1M 0.01%
635,184
-402,131
1057
$37M 0.01%
1,972,404
+700,699
1058
$37M 0.01%
292,214
-59,152
1059
$36.9M 0.01%
628,872
+145,300
1060
$36.8M 0.01%
287,240
-4,585
1061
$36.8M 0.01%
493,821
+58,186
1062
$36.8M 0.01%
603,920
-44,008
1063
$36.8M 0.01%
168,041
+13,644
1064
$36.7M 0.01%
970,678
-104,021
1065
$36.5M 0.01%
1,408,743
-66,650
1066
$36.5M 0.01%
278,056
+55,035
1067
$36.4M 0.01%
1,017,301
+3,884
1068
$36.4M 0.01%
489,989
-17,950
1069
$36.4M 0.01%
2,444,498
+1,727,430
1070
$36.3M 0.01%
849,886
-304,527
1071
$36.3M 0.01%
58,230
-4,224
1072
$36.3M 0.01%
473,874
+85,393
1073
$36.3M 0.01%
977,041
-146,944
1074
$36.2M 0.01%
1,439,370
-202,060
1075
$36.1M 0.01%
1,216,647
-239,769