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
1501
$18.1M ﹤0.01%
460,390
-57,988
1502
$18M ﹤0.01%
653,429
-50,445
1503
$18M ﹤0.01%
475,295
+104,815
1504
$18M ﹤0.01%
1,336,579
-150,660
1505
$18M ﹤0.01%
428,871
+325,168
1506
$18M ﹤0.01%
652,291
+37,667
1507
$17.9M ﹤0.01%
1,015,747
-643,123
1508
$17.9M ﹤0.01%
433,111
-336,805
1509
$17.9M ﹤0.01%
466,953
-355,127
1510
$17.8M ﹤0.01%
557,915
-66,540
1511
$17.8M ﹤0.01%
274,272
-16,514
1512
$17.8M ﹤0.01%
230,354
-111,192
1513
$17.8M ﹤0.01%
256,114
+146,837
1514
$17.8M ﹤0.01%
963,417
-56,556
1515
$17.8M ﹤0.01%
240,337
-68,620
1516
$17.8M ﹤0.01%
1,371,037
+23,394
1517
$17.7M ﹤0.01%
276,888
+86,776
1518
$17.7M ﹤0.01%
425,681
+111,333
1519
$17.6M ﹤0.01%
636,671
-58,212
1520
$17.6M ﹤0.01%
694,560
-164,945
1521
$17.6M ﹤0.01%
445,114
+73,618
1522
$17.6M ﹤0.01%
852,478
+13,503
1523
$17.6M ﹤0.01%
426,138
-2,680
1524
$17.6M ﹤0.01%
631,349
-45,672
1525
$17.5M ﹤0.01%
543,177
-91,972