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
1101
$34.6M 0.01%
296,010
+7,442
1102
$34.5M 0.01%
1,179,806
+1,130,176
1103
$34.4M 0.01%
719,115
+611,239
1104
$34.4M 0.01%
1,295,875
-99,475
1105
$34.3M 0.01%
775,056
-52,965
1106
$34.3M 0.01%
378,901
-117,329
1107
$34.3M 0.01%
625,405
+257,711
1108
$34.2M 0.01%
1,298,518
-394,369
1109
$34.1M 0.01%
559,631
+464,485
1110
$34M 0.01%
1,219,026
-3,599
1111
$34M 0.01%
658,620
+443,964
1112
$33.9M 0.01%
1,195,689
-42,561
1113
$33.8M 0.01%
777,800
-93,502
1114
$33.8M 0.01%
290,844
-20,672
1115
$33.7M 0.01%
227,586
+16,037
1116
$33.6M 0.01%
896,780
-190,121
1117
$33.6M 0.01%
226,240
-29,200
1118
$33.6M 0.01%
1,241,205
-66,956
1119
$33.5M 0.01%
1,173,525
-242,798
1120
$33.5M 0.01%
11,215,623
+1,611,646
1121
$33.3M 0.01%
357,715
-190,357
1122
$33.3M 0.01%
5,691,629
+296,068
1123
$33.3M 0.01%
362,676
+29,998
1124
$33.2M 0.01%
1,390,616
+242,179
1125
$33.2M 0.01%
434,801
-146,923