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
1401
$21.1M ﹤0.01%
252,554
+21,505
1402
$21.1M ﹤0.01%
699,566
-167,399
1403
$21.1M ﹤0.01%
956,397
+834,497
1404
$21.1M ﹤0.01%
3,118,154
+3,108,168
1405
$21.1M ﹤0.01%
454,187
+95,822
1406
$21M ﹤0.01%
815,044
+225,394
1407
$21M ﹤0.01%
640,718
+542,746
1408
$20.9M ﹤0.01%
265,633
+38,685
1409
$20.9M ﹤0.01%
707,998
+44,645
1410
$20.8M ﹤0.01%
217,079
+19,404
1411
$20.8M ﹤0.01%
173,990
+7,461
1412
$20.8M ﹤0.01%
960,706
+365,212
1413
$20.7M ﹤0.01%
604,904
-41,086
1414
$20.7M ﹤0.01%
94,353
+22,730
1415
$20.7M ﹤0.01%
362,431
+45,778
1416
$20.7M ﹤0.01%
832,512
+41,006
1417
$20.6M ﹤0.01%
1,128,721
+316,537
1418
$20.6M ﹤0.01%
2,318,920
+915,047
1419
$20.5M ﹤0.01%
674,075
+124,046
1420
$20.5M ﹤0.01%
508,227
-160,224
1421
$20.4M ﹤0.01%
296,783
-18,094
1422
$20.4M ﹤0.01%
362,584
+25,155
1423
$20.4M ﹤0.01%
635,160
-152,984
1424
$20.3M ﹤0.01%
492,920
-198,032
1425
$20.3M ﹤0.01%
1,324,089
+1,215,839