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
1826
$11.9M ﹤0.01%
564,173
+66,580
1827
$11.8M ﹤0.01%
269,380
-10,176
1828
$11.8M ﹤0.01%
164,942
-4,431
1829
$11.8M ﹤0.01%
487,482
-87,598
1830
$11.7M ﹤0.01%
374,407
+11,578
1831
$11.7M ﹤0.01%
203,006
+136,178
1832
$11.7M ﹤0.01%
102,299
+64,151
1833
$11.7M ﹤0.01%
102,959
-27,858
1834
$11.7M ﹤0.01%
333,910
-49,319
1835
$11.7M ﹤0.01%
413,997
-25,299
1836
$11.7M ﹤0.01%
452,026
+88,964
1837
$11.6M ﹤0.01%
1,334,154
+95,899
1838
$11.6M ﹤0.01%
447,854
-123,067
1839
$11.6M ﹤0.01%
635,738
-19,394
1840
$11.6M ﹤0.01%
539,444
-194,006
1841
$11.6M ﹤0.01%
2,171,897
-1,123,772
1842
$11.6M ﹤0.01%
3,097,311
-2,465,896
1843
$11.6M ﹤0.01%
522,306
+62,743
1844
$11.6M ﹤0.01%
88,473
+23,721
1845
$11.6M ﹤0.01%
307,124
+50,436
1846
$11.6M ﹤0.01%
124,055
-23,649
1847
$11.6M ﹤0.01%
412,025
-9,631
1848
$11.6M ﹤0.01%
309,877
+108,235
1849
$11.6M ﹤0.01%
485,641
-229,086
1850
$11.6M ﹤0.01%
311,740
-250,873