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
1551
$16.8M ﹤0.01%
561,362
-447,394
1552
$16.8M ﹤0.01%
393,594
-44,453
1553
$16.8M ﹤0.01%
693,140
+66,327
1554
$16.8M ﹤0.01%
328,410
-126,592
1555
$16.7M ﹤0.01%
654,961
+593,851
1556
$16.7M ﹤0.01%
489,663
-215,575
1557
$16.7M ﹤0.01%
765,606
+10,911
1558
$16.7M ﹤0.01%
1,612,283
-48,556
1559
$16.7M ﹤0.01%
1,325,415
+399,074
1560
$16.7M ﹤0.01%
281,234
+26,613
1561
$16.6M ﹤0.01%
362,544
-261,309
1562
$16.6M ﹤0.01%
743,278
-1,423
1563
$16.6M ﹤0.01%
960,144
+23,765
1564
$16.6M ﹤0.01%
584,089
+177,774
1565
$16.6M ﹤0.01%
287,503
+64,535
1566
$16.6M ﹤0.01%
226,088
+31,094
1567
$16.5M ﹤0.01%
874,771
-242,733
1568
$16.5M ﹤0.01%
496,860
-90,139
1569
$16.5M ﹤0.01%
928,230
+129,310
1570
$16.4M ﹤0.01%
428,612
-171,652
1571
$16.4M ﹤0.01%
670,544
+590,832
1572
$16.4M ﹤0.01%
617,021
-391,250
1573
$16.4M ﹤0.01%
1,496,585
+254,693
1574
$16.4M ﹤0.01%
699,149
+32,613
1575
$16.4M ﹤0.01%
585,886
+45,911