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
1751
$12.9M ﹤0.01%
489,315
-71,656
1752
$12.8M ﹤0.01%
198,721
-93,609
1753
$12.8M ﹤0.01%
370,018
+118,697
1754
$12.8M ﹤0.01%
1,037,518
+15,147
1755
$12.8M ﹤0.01%
66,812
-24,237
1756
$12.8M ﹤0.01%
814,990
-775
1757
$12.8M ﹤0.01%
317,384
+26,131
1758
$12.7M ﹤0.01%
649,547
+30,250
1759
$12.7M ﹤0.01%
362,244
-2,669
1760
$12.7M ﹤0.01%
227,616
+48,294
1761
$12.7M ﹤0.01%
531,055
+13,679
1762
$12.7M ﹤0.01%
260,623
-51,357
1763
$12.7M ﹤0.01%
155,162
+5,022
1764
$12.7M ﹤0.01%
155,393
-56,872
1765
$12.7M ﹤0.01%
826,875
+37,991
1766
$12.7M ﹤0.01%
239,175
-35,282
1767
$12.6M ﹤0.01%
896,022
+76,026
1768
$12.6M ﹤0.01%
205,937
-25,424
1769
$12.6M ﹤0.01%
811,419
-217,819
1770
$12.6M ﹤0.01%
235,238
-19,605
1771
$12.6M ﹤0.01%
1,093,035
-398,966
1772
$12.6M ﹤0.01%
300,256
+28,343
1773
$12.6M ﹤0.01%
462,721
+61,621
1774
$12.5M ﹤0.01%
437,468
+28,690
1775
$12.5M ﹤0.01%
927,781
-80,487