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
1601
$15.8M ﹤0.01%
736,615
-165,298
1602
$15.8M ﹤0.01%
1,651,520
-1,455,563
1603
$15.8M ﹤0.01%
816,783
-77,894
1604
$15.7M ﹤0.01%
176,023
+29,587
1605
$15.7M ﹤0.01%
737,432
+421,293
1606
$15.7M ﹤0.01%
564,017
+105,929
1607
$15.7M ﹤0.01%
209,983
+13,398
1608
$15.7M ﹤0.01%
856,371
+52,661
1609
$15.6M ﹤0.01%
241,000
+25,527
1610
$15.6M ﹤0.01%
917,014
-18,149
1611
$15.6M ﹤0.01%
1,816,415
+1,431,115
1612
$15.6M ﹤0.01%
2,172,328
+1,791,178
1613
$15.6M ﹤0.01%
527,845
+353,032
1614
$15.6M ﹤0.01%
574,567
-150,927
1615
$15.6M ﹤0.01%
1,683,149
-311,931
1616
$15.6M ﹤0.01%
203,505
-9,226
1617
$15.5M ﹤0.01%
218,132
-196,163
1618
$15.5M ﹤0.01%
243,147
+112,027
1619
$15.5M ﹤0.01%
654,784
+49,235
1620
$15.5M ﹤0.01%
790,841
-249,620
1621
$15.5M ﹤0.01%
+771,951
1622
$15.4M ﹤0.01%
161,939
+2,964
1623
$15.4M ﹤0.01%
421,071
+22,511
1624
$15.4M ﹤0.01%
18,770
-914
1625
$15.4M ﹤0.01%
522,093
+39,399