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
1676
$14.2M ﹤0.01%
2,024,786
+345,992
1677
$14.2M ﹤0.01%
272,164
+10,601
1678
$14.2M ﹤0.01%
15,641
+7,929
1679
$14.1M ﹤0.01%
349,648
-4,052
1680
$14.1M ﹤0.01%
210,330
+59,782
1681
$14.1M ﹤0.01%
168,376
+11,856
1682
$14.1M ﹤0.01%
463,472
+169,076
1683
$14.1M ﹤0.01%
612,084
-128,250
1684
$14.1M ﹤0.01%
260,630
+39,387
1685
$14.1M ﹤0.01%
135,933
+4,160
1686
$14M ﹤0.01%
246,987
+55,360
1687
$14M ﹤0.01%
290,684
-35,894
1688
$14M ﹤0.01%
420,710
+828
1689
$14M ﹤0.01%
639,786
+62,979
1690
$14M ﹤0.01%
1,487,469
-116,707
1691
$14M ﹤0.01%
297,435
+82,797
1692
$14M ﹤0.01%
6,208,615
+5,641,688
1693
$13.9M ﹤0.01%
419,340
-5,150
1694
$13.9M ﹤0.01%
4,634,796
-1,658,738
1695
$13.9M ﹤0.01%
163,883
+34,463
1696
$13.9M ﹤0.01%
490,935
-178,171
1697
$13.9M ﹤0.01%
895,796
+141,374
1698
$13.9M ﹤0.01%
546,197
+28,339
1699
$13.9M ﹤0.01%
678,730
-386,950
1700
$13.8M ﹤0.01%
933,797
+696,906