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
1651
$14.8M ﹤0.01%
188,650
-10,989
1652
$14.7M ﹤0.01%
352,848
+42,272
1653
$14.7M ﹤0.01%
917,388
+187,888
1654
$14.7M ﹤0.01%
254,334
-28,283
1655
$14.7M ﹤0.01%
203,813
-38,042
1656
$14.7M ﹤0.01%
851,705
+266,777
1657
$14.7M ﹤0.01%
206,591
+56,924
1658
$14.6M ﹤0.01%
538,254
+51,438
1659
$14.6M ﹤0.01%
556,831
-21,516
1660
$14.6M ﹤0.01%
701,614
+7,725
1661
$14.5M ﹤0.01%
224,131
-985
1662
$14.5M ﹤0.01%
177,659
-393,599
1663
$14.5M ﹤0.01%
468,567
-84,121
1664
$14.5M ﹤0.01%
459,318
-44,712
1665
$14.4M ﹤0.01%
890,714
+827,328
1666
$14.4M ﹤0.01%
806,453
+38,949
1667
$14.4M ﹤0.01%
999,311
-101,104
1668
$14.4M ﹤0.01%
292,141
-24,397
1669
$14.4M ﹤0.01%
238,136
-65,324
1670
$14.4M ﹤0.01%
565,749
+112,839
1671
$14.3M ﹤0.01%
925,593
-160,427
1672
$14.3M ﹤0.01%
562,536
-148,658
1673
$14.2M ﹤0.01%
255,367
-236,101
1674
$14.2M ﹤0.01%
279,847
-18,607
1675
$14.2M ﹤0.01%
61,786
-34,011