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
2051
$9.09M ﹤0.01%
742,257
-21,220
2052
$9.08M ﹤0.01%
325,210
-15,580
2053
$9.05M ﹤0.01%
484,949
+209,159
2054
$9.04M ﹤0.01%
766,249
+80,709
2055
$8.99M ﹤0.01%
427,831
-39,954
2056
$8.98M ﹤0.01%
715,112
-263,599
2057
$8.98M ﹤0.01%
899,089
-469,100
2058
$8.98M ﹤0.01%
163,902
-91,579
2059
$8.98M ﹤0.01%
716,209
-236,262
2060
$8.97M ﹤0.01%
149,564
-48,694
2061
$8.95M ﹤0.01%
71,566
+47,878
2062
$8.94M ﹤0.01%
637,428
-180,689
2063
$8.92M ﹤0.01%
89,750
-22,379
2064
$8.91M ﹤0.01%
126,671
+49,811
2065
$8.9M ﹤0.01%
158,910
+59,959
2066
$8.87M ﹤0.01%
509,402
-854,713
2067
$8.87M ﹤0.01%
572,845
+163,649
2068
$8.87M ﹤0.01%
113,330
+78,782
2069
$8.86M ﹤0.01%
938,287
-168,665
2070
$8.83M ﹤0.01%
310,607
-32,114
2071
$8.82M ﹤0.01%
443,382
+123,299
2072
$8.82M ﹤0.01%
232,525
+18,632
2073
$8.82M ﹤0.01%
677,797
+19,552
2074
$8.8M ﹤0.01%
302,815
-59,932
2075
$8.77M ﹤0.01%
577,018
-116,612