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
1626
$15.4M ﹤0.01%
373,871
-34,576
1627
$15.3M ﹤0.01%
607,660
+305,770
1628
$15.3M ﹤0.01%
316,076
+128,948
1629
$15.3M ﹤0.01%
243,534
+90,068
1630
$15.3M ﹤0.01%
82,376
-10,740
1631
$15.3M ﹤0.01%
1,072,541
+990,394
1632
$15.3M ﹤0.01%
828,346
+58,504
1633
$15.3M ﹤0.01%
514,284
-66,542
1634
$15.2M ﹤0.01%
159,000
-49,385
1635
$15.2M ﹤0.01%
382,458
-14,576
1636
$15.2M ﹤0.01%
420,436
-365,964
1637
$15.2M ﹤0.01%
108,306
-13,333
1638
$15.2M ﹤0.01%
766,740
+122,480
1639
$15.2M ﹤0.01%
387,676
+308,273
1640
$15.1M ﹤0.01%
654,333
-3,175
1641
$15M ﹤0.01%
668,232
-58,841
1642
$15M ﹤0.01%
153,157
+12,619
1643
$15M ﹤0.01%
303,010
-46,174
1644
$14.9M ﹤0.01%
1,315,995
-401,493
1645
$14.9M ﹤0.01%
249,176
+80,014
1646
$14.9M ﹤0.01%
1,190,176
-15,405
1647
$14.9M ﹤0.01%
1,552,942
+64,164
1648
$14.9M ﹤0.01%
412,430
-185,247
1649
$14.9M ﹤0.01%
794,049
-228,608
1650
$14.8M ﹤0.01%
541,101
+73,791