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
1726
$13.3M ﹤0.01%
982,695
+165,942
1727
$13.3M ﹤0.01%
460,674
+154,705
1728
$13.3M ﹤0.01%
204,652
-49,057
1729
$13.3M ﹤0.01%
973,344
+14,935
1730
$13.2M ﹤0.01%
247,585
+69,785
1731
$13.2M ﹤0.01%
3,314,218
+2,178,780
1732
$13.2M ﹤0.01%
161,603
+91,032
1733
$13.2M ﹤0.01%
1,026,656
-65,643
1734
$13.2M ﹤0.01%
119,591
-4,788
1735
$13.2M ﹤0.01%
1,110,925
-66,393
1736
$13.2M ﹤0.01%
499,825
+127,358
1737
$13.1M ﹤0.01%
90,931
+33,829
1738
$13.1M ﹤0.01%
322,938
+63,534
1739
$13.1M ﹤0.01%
305,781
-24,621
1740
$13.1M ﹤0.01%
496,076
+64,620
1741
$13.1M ﹤0.01%
273,820
-598
1742
$13.1M ﹤0.01%
678,019
+135,978
1743
$13M ﹤0.01%
240,828
+3,956
1744
$13M ﹤0.01%
694,344
-6,747
1745
$13M ﹤0.01%
548,129
+156,021
1746
$13M ﹤0.01%
196,444
-26,454
1747
$12.9M ﹤0.01%
204,771
+21,258
1748
$12.9M ﹤0.01%
20,158
+7,499
1749
$12.9M ﹤0.01%
748,263
-102,801
1750
$12.9M ﹤0.01%
352,227
-25,373