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
2076
$8.77M ﹤0.01%
133,760
-7,271
2077
$8.76M ﹤0.01%
363,158
+70,220
2078
$8.75M ﹤0.01%
70,472
+16,447
2079
$8.74M ﹤0.01%
275,147
-63,343
2080
$8.72M ﹤0.01%
834,681
-56,440
2081
$8.7M ﹤0.01%
135,524
+9,867
2082
$8.69M ﹤0.01%
66,355
+9,511
2083
$8.66M ﹤0.01%
162,396
-41,897
2084
$8.66M ﹤0.01%
144,993
+33,461
2085
$8.64M ﹤0.01%
297,057
+35,077
2086
$8.64M ﹤0.01%
586,669
+51,950
2087
$8.63M ﹤0.01%
260,022
+113,657
2088
$8.63M ﹤0.01%
1,843,845
-3,105
2089
$8.62M ﹤0.01%
96,554
-6,764
2090
$8.62M ﹤0.01%
182,532
+19,090
2091
$8.62M ﹤0.01%
30,723
-43,814
2092
$8.61M ﹤0.01%
1,119,327
-1,471,796
2093
$8.61M ﹤0.01%
325,973
-39,585
2094
$8.6M ﹤0.01%
362,720
+72,180
2095
$8.6M ﹤0.01%
807,388
-1,619,922
2096
$8.59M ﹤0.01%
956,897
-88,954
2097
$8.58M ﹤0.01%
486,999
-2,444,664
2098
$8.57M ﹤0.01%
175,463
-67,831
2099
$8.56M ﹤0.01%
1,547,138
-1,433,373
2100
$8.55M ﹤0.01%
386,936
-89,854