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
1801
$12.1M ﹤0.01%
464,019
-67,713
1802
$12.1M ﹤0.01%
112,682
-143,717
1803
$12.1M ﹤0.01%
420,512
-383,439
1804
$12.1M ﹤0.01%
98,848
-17,931
1805
$12M ﹤0.01%
733,995
-132,860
1806
$12M ﹤0.01%
338,954
-41,558
1807
$12M ﹤0.01%
307,516
-318,189
1808
$12M ﹤0.01%
424,930
+75,211
1809
$12M ﹤0.01%
653,359
-107,145
1810
$12M ﹤0.01%
117,114
+64,065
1811
$12M ﹤0.01%
939,328
+352,766
1812
$12M ﹤0.01%
351,003
-800,945
1813
$12M ﹤0.01%
166,609
-25,296
1814
$11.9M ﹤0.01%
213,436
-3,826
1815
$11.9M ﹤0.01%
401,910
-47,543
1816
$11.9M ﹤0.01%
390,992
+31,380
1817
$11.9M ﹤0.01%
210,218
-58,117
1818
$11.9M ﹤0.01%
212,028
-25,985
1819
$11.9M ﹤0.01%
2,719,269
-375,912
1820
$11.9M ﹤0.01%
1,341,251
+8,775
1821
$11.9M ﹤0.01%
648,722
+100,786
1822
$11.9M ﹤0.01%
488,486
-157,245
1823
$11.9M ﹤0.01%
551,194
-255,425
1824
$11.9M ﹤0.01%
381,514
+16,420
1825
$11.9M ﹤0.01%
474,119
-191,248