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
1151
$32M 0.01%
826,257
-263,921
1152
$31.9M 0.01%
3,085,128
-531,024
1153
$31.9M 0.01%
1,197,450
-43,896
1154
$31.8M 0.01%
1,801,099
-117,650
1155
$31.7M 0.01%
1,669,058
-60,130
1156
$31.7M 0.01%
619,257
+911
1157
$31.6M 0.01%
786,976
-286,942
1158
$31.6M 0.01%
996,179
+154,119
1159
$31.5M 0.01%
329,588
-13,368
1160
$31.4M 0.01%
3,035,623
+157,569
1161
$31.4M 0.01%
1,105,963
+123,481
1162
$31.4M 0.01%
404,507
-16,171
1163
$31.4M 0.01%
760,670
-447,579
1164
$31.3M 0.01%
247,229
-34,561
1165
$31.2M 0.01%
1,546,494
+169,109
1166
$31.1M 0.01%
649,208
+355,566
1167
$31M 0.01%
997,043
-145,398
1168
$31M 0.01%
543,980
-36,943
1169
$30.9M 0.01%
962,282
-196,959
1170
$30.8M 0.01%
1,702,055
-412,438
1171
$30.8M 0.01%
778,070
-150,326
1172
$30.6M 0.01%
259,407
+10,772
1173
$30.6M 0.01%
1,478,769
-376,304
1174
$30.6M 0.01%
1,006,383
-76,861
1175
$30.5M 0.01%
2,315,296
-320,064