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
1226
$28.3M 0.01%
1,002,987
+931,348
1227
$28.1M ﹤0.01%
744,393
-71,974
1228
$28.1M ﹤0.01%
457,560
-87,099
1229
$28.1M ﹤0.01%
1,091,464
-113,588
1230
$28M ﹤0.01%
974,990
-27,416
1231
$28M ﹤0.01%
238,850
+49,693
1232
$28M ﹤0.01%
282,266
+118,342
1233
$27.9M ﹤0.01%
519,954
+86,058
1234
$27.9M ﹤0.01%
575,601
-66,149
1235
$27.9M ﹤0.01%
700,140
+48,996
1236
$27.9M ﹤0.01%
955,229
-52,553
1237
$27.9M ﹤0.01%
1,837,288
+294,940
1238
$27.8M ﹤0.01%
532,079
+35,809
1239
$27.8M ﹤0.01%
920,267
+15,921
1240
$27.8M ﹤0.01%
432,599
+59,402
1241
$27.8M ﹤0.01%
1,956,666
-585,942
1242
$27.7M ﹤0.01%
1,223,705
+652,895
1243
$27.6M ﹤0.01%
290,539
-26,064
1244
$27.6M ﹤0.01%
21,868
+815
1245
$27.6M ﹤0.01%
414,878
-112,058
1246
$27.6M ﹤0.01%
624,273
-107,431
1247
$27.5M ﹤0.01%
4,468,205
+2,601,345
1248
$27.5M ﹤0.01%
734,718
+36,370
1249
$27.4M ﹤0.01%
1,721,061
-45,557
1250
$27.3M ﹤0.01%
675,914
+30,817