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
1301
$24.5M ﹤0.01%
1,073,677
+252,035
1302
$24.5M ﹤0.01%
2,488,843
-2,229,922
1303
$24.4M ﹤0.01%
723,825
+48,255
1304
$24.4M ﹤0.01%
850,530
-8,445
1305
$24.3M ﹤0.01%
236,778
-26,983
1306
$24.3M ﹤0.01%
379,412
+21,099
1307
$24.3M ﹤0.01%
339,045
+85,964
1308
$24.2M ﹤0.01%
1,030,537
-222,335
1309
$24.2M ﹤0.01%
822,626
-70,865
1310
$24.1M ﹤0.01%
774,144
-238,237
1311
$24.1M ﹤0.01%
211,629
+35,336
1312
$24M ﹤0.01%
1,774,030
-162,864
1313
$24M ﹤0.01%
1,208,109
-1,501,600
1314
$24M ﹤0.01%
+1,166,870
1315
$24M ﹤0.01%
946,429
-72,104
1316
$23.8M ﹤0.01%
409,727
+136,274
1317
$23.8M ﹤0.01%
1,670,976
-766,934
1318
$23.8M ﹤0.01%
1,236,856
+108,849
1319
$23.7M ﹤0.01%
861,730
-130,794
1320
$23.7M ﹤0.01%
705,433
+301,663
1321
$23.7M ﹤0.01%
258,909
-85,455
1322
$23.6M ﹤0.01%
746,832
+222,723
1323
$23.6M ﹤0.01%
365,186
+45,531
1324
$23.6M ﹤0.01%
230,029
-7,349
1325
$23.6M ﹤0.01%
1,645,755
-671,605