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
1376
$21.7M ﹤0.01%
364,990
+86,738
1377
$21.7M ﹤0.01%
25,291
+3,475
1378
$21.7M ﹤0.01%
11,940,008
-1,454,084
1379
$21.7M ﹤0.01%
676,013
-135,255
1380
$21.6M ﹤0.01%
993,100
+84,836
1381
$21.6M ﹤0.01%
780,614
-168,538
1382
$21.6M ﹤0.01%
432,021
+383,881
1383
$21.5M ﹤0.01%
533,879
+45,928
1384
$21.5M ﹤0.01%
826,090
+97,690
1385
$21.5M ﹤0.01%
288,029
+91,003
1386
$21.5M ﹤0.01%
503,144
-61,807
1387
$21.4M ﹤0.01%
2,968,878
-39,892
1388
$21.4M ﹤0.01%
237,698
+27,742
1389
$21.4M ﹤0.01%
153,625
+59,609
1390
$21.4M ﹤0.01%
683,135
+293,007
1391
$21.4M ﹤0.01%
1,064,127
-183,599
1392
$21.3M ﹤0.01%
836,525
-56,986
1393
$21.3M ﹤0.01%
932,470
-15,420
1394
$21.3M ﹤0.01%
928,665
+324,915
1395
$21.2M ﹤0.01%
993,241
-156,738
1396
$21.2M ﹤0.01%
729,315
-63,410
1397
$21.2M ﹤0.01%
266,185
-158,573
1398
$21.2M ﹤0.01%
1,130,258
+20,279
1399
$21.2M ﹤0.01%
297,574
-128,500
1400
$21.2M ﹤0.01%
379,199
+23,277