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
1526
$17.5M ﹤0.01%
531,286
+15,125
1527
$17.5M ﹤0.01%
789,825
+500,626
1528
$17.5M ﹤0.01%
1,395,187
-762,560
1529
$17.5M ﹤0.01%
756,972
+27,098
1530
$17.5M ﹤0.01%
384,754
+62,005
1531
$17.3M ﹤0.01%
631,974
+41,642
1532
$17.2M ﹤0.01%
527,868
+105,327
1533
$17.2M ﹤0.01%
849,847
-89,426
1534
$17.1M ﹤0.01%
729,691
+144,452
1535
$17.1M ﹤0.01%
59,312
+56,980
1536
$17.1M ﹤0.01%
721,399
-212,249
1537
$17M ﹤0.01%
713,745
+18,782
1538
$17M ﹤0.01%
339,471
-142,685
1539
$17M ﹤0.01%
390,211
-250,783
1540
$17M ﹤0.01%
1,564,049
+44,994
1541
$17M ﹤0.01%
337,483
+46,673
1542
$17M ﹤0.01%
1,805,973
-230,098
1543
$17M ﹤0.01%
647,444
-400,811
1544
$17M ﹤0.01%
345,469
+53,007
1545
$16.9M ﹤0.01%
106,237
-30,343
1546
$16.9M ﹤0.01%
343,478
+5,247
1547
$16.9M ﹤0.01%
722,962
-161,338
1548
$16.9M ﹤0.01%
369,335
+95,965
1549
$16.9M ﹤0.01%
1,184,772
+932,396
1550
$16.8M ﹤0.01%
2,775,083
-75,083