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
1701
$13.8M ﹤0.01%
426,130
-78,395
1702
$13.8M ﹤0.01%
2,240,905
-223,452
1703
$13.8M ﹤0.01%
327,828
+24,899
1704
$13.8M ﹤0.01%
219,219
-93,253
1705
$13.8M ﹤0.01%
332,946
+202,496
1706
$13.8M ﹤0.01%
122,771
+27,003
1707
$13.8M ﹤0.01%
386,268
-19,832
1708
$13.7M ﹤0.01%
1,303,279
+158,150
1709
$13.7M ﹤0.01%
163,300
-164,218
1710
$13.7M ﹤0.01%
318,840
+27,314
1711
$13.7M ﹤0.01%
833,050
-234,861
1712
$13.6M ﹤0.01%
375,422
-191,586
1713
$13.6M ﹤0.01%
244,620
-103,053
1714
$13.6M ﹤0.01%
205,315
+50,775
1715
$13.5M ﹤0.01%
181,306
+54,950
1716
$13.5M ﹤0.01%
174,178
-13,050
1717
$13.5M ﹤0.01%
519,410
-379,026
1718
$13.5M ﹤0.01%
176,837
-16,963
1719
$13.5M ﹤0.01%
169,786
+903
1720
$13.4M ﹤0.01%
220,141
-52,836
1721
$13.4M ﹤0.01%
261,767
-6,936
1722
$13.3M ﹤0.01%
623,342
-411,010
1723
$13.3M ﹤0.01%
697,152
-344,685
1724
$13.3M ﹤0.01%
205,294
+5,706
1725
$13.3M ﹤0.01%
356,674
+6,409