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
1201
$29.1M 0.01%
537,917
+245,819
1202
$29.1M 0.01%
469,596
-1,511
1203
$29.1M 0.01%
880,860
-300,494
1204
$29.1M 0.01%
252,883
-3,902
1205
$29.1M 0.01%
940,445
+775,872
1206
$29M 0.01%
405,920
-200,698
1207
$29M 0.01%
527,900
+6,516
1208
$28.9M 0.01%
472,109
-80,303
1209
$28.9M 0.01%
647,574
+55,668
1210
$28.9M 0.01%
1,178,377
-256,808
1211
$28.9M 0.01%
3,034,719
+110,797
1212
$28.9M 0.01%
836,857
+338,900
1213
$28.6M 0.01%
560,078
+89,402
1214
$28.6M 0.01%
799,517
-175,166
1215
$28.5M 0.01%
519,434
+216,243
1216
$28.5M 0.01%
453,201
+97,784
1217
$28.5M 0.01%
398,200
-273,881
1218
$28.5M 0.01%
367,598
-62,947
1219
$28.4M 0.01%
1,055,200
+526,038
1220
$28.4M 0.01%
2,671,449
-605,627
1221
$28.4M 0.01%
1,206,341
-206,964
1222
$28.4M 0.01%
291,067
-695,932
1223
$28.3M 0.01%
3,286,376
+2,061,856
1224
$28.3M 0.01%
2,151,017
-210,243
1225
$28.3M 0.01%
394,321
+80,152