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
1326
$23.5M ﹤0.01%
1,177,266
+55,031
1327
$23.5M ﹤0.01%
944,745
+118,360
1328
$23.5M ﹤0.01%
706,227
+48,820
1329
$23.4M ﹤0.01%
386,104
+33,928
1330
$23.4M ﹤0.01%
2,250,330
-365,020
1331
$23.3M ﹤0.01%
1,566,688
+25,261
1332
$23.2M ﹤0.01%
620,009
-16,041
1333
$23.2M ﹤0.01%
430,451
+49,441
1334
$23.2M ﹤0.01%
989,737
+405,978
1335
$23.1M ﹤0.01%
975,422
+217,407
1336
$23.1M ﹤0.01%
225,302
-72,336
1337
$23.1M ﹤0.01%
487,545
+6,605
1338
$23M ﹤0.01%
203,385
+84,410
1339
$23M ﹤0.01%
1,226,404
-11,183
1340
$22.9M ﹤0.01%
431,188
-23,287
1341
$22.9M ﹤0.01%
466,104
+271,117
1342
$22.9M ﹤0.01%
245,845
-171,532
1343
$22.9M ﹤0.01%
555,020
+103,251
1344
$22.8M ﹤0.01%
522,170
+306,708
1345
$22.8M ﹤0.01%
440,105
+51,878
1346
$22.8M ﹤0.01%
381,693
-141,878
1347
$22.8M ﹤0.01%
460,007
-60,126
1348
$22.7M ﹤0.01%
449,253
-189,803
1349
$22.7M ﹤0.01%
619,467
-308,308
1350
$22.7M ﹤0.01%
1,052,686
-145,437