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
1251
$27.3M ﹤0.01%
1,035,119
-33,830
1252
$27.3M ﹤0.01%
651,403
-55,658
1253
$27.2M ﹤0.01%
1,156,194
+759,476
1254
$27.2M ﹤0.01%
203,759
+36,944
1255
$27.2M ﹤0.01%
247,627
-14,208
1256
$27.1M ﹤0.01%
1,372,093
-34,896
1257
$27.1M ﹤0.01%
705,378
-129,361
1258
$27M ﹤0.01%
829,010
+52,230
1259
$27M ﹤0.01%
325,786
-140,064
1260
$27M ﹤0.01%
791,301
+677,882
1261
$26.9M ﹤0.01%
314,509
+40,230
1262
$26.9M ﹤0.01%
494,042
-305,815
1263
$26.8M ﹤0.01%
978,498
+106,982
1264
$26.7M ﹤0.01%
734,839
+199,272
1265
$26.6M ﹤0.01%
2,491,735
-14,670
1266
$26.6M ﹤0.01%
814,679
-69,083
1267
$26.5M ﹤0.01%
1,443,713
+16,818
1268
$26.5M ﹤0.01%
590,053
-154,547
1269
$26.4M ﹤0.01%
523,254
+132,516
1270
$26.3M ﹤0.01%
219,471
+33,961
1271
$26.2M ﹤0.01%
567,390
-143,840
1272
$26.2M ﹤0.01%
1,781,742
-198,987
1273
$26.2M ﹤0.01%
1,195,940
+71,577
1274
$26M ﹤0.01%
1,564,445
+1,314,957
1275
$26M ﹤0.01%
790,120
-137,715