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
1126
$33.2M 0.01%
810,600
-102,024
1127
$33.2M 0.01%
1,171,320
+227,637
1128
$33.1M 0.01%
681,489
+61,163
1129
$33M 0.01%
798,530
-272,020
1130
$32.8M 0.01%
528,301
-137,147
1131
$32.8M 0.01%
2,003,925
+817,362
1132
$32.7M 0.01%
1,007,170
-78,212
1133
$32.7M 0.01%
422,302
+31,221
1134
$32.6M 0.01%
414,989
+25,108
1135
$32.6M 0.01%
684,609
+8,027
1136
$32.6M 0.01%
1,701,532
+821,162
1137
$32.5M 0.01%
1,969,837
-348,925
1138
$32.4M 0.01%
1,190,423
-74,840
1139
$32.4M 0.01%
344,108
-1,934
1140
$32.3M 0.01%
549,379
-71,275
1141
$32.3M 0.01%
762,785
-47,693
1142
$32.3M 0.01%
548,967
-213,678
1143
$32.3M 0.01%
939,918
-236,591
1144
$32.2M 0.01%
2,197,349
+370,492
1145
$32.2M 0.01%
389,945
-61,064
1146
$32.1M 0.01%
239,324
-16,380
1147
$32.1M 0.01%
975,490
-761,620
1148
$32.1M 0.01%
6,067,187
-1,362,864
1149
$32M 0.01%
332,564
+16,868
1150
$32M 0.01%
977,928
+176,530