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
2101
$8.55M ﹤0.01%
166,743
-73,649
2102
$8.55M ﹤0.01%
811,844
-113,504
2103
$8.54M ﹤0.01%
1,064,652
-173,774
2104
$8.53M ﹤0.01%
435,202
+1,480
2105
$8.52M ﹤0.01%
545,995
+50,256
2106
$8.52M ﹤0.01%
424,824
+91,355
2107
$8.51M ﹤0.01%
615,788
+71,518
2108
$8.5M ﹤0.01%
409,371
-372,828
2109
$8.48M ﹤0.01%
394,560
-29,845
2110
$8.48M ﹤0.01%
192,828
-195,237
2111
$8.47M ﹤0.01%
190,594
+58,854
2112
$8.44M ﹤0.01%
2,673,896
+1,810,744
2113
$8.43M ﹤0.01%
951,734
+320,011
2114
$8.42M ﹤0.01%
117,307
-15,445
2115
$8.41M ﹤0.01%
55,833
-6,787
2116
$8.41M ﹤0.01%
213,653
+80,272
2117
$8.4M ﹤0.01%
326,708
-92,352
2118
$8.39M ﹤0.01%
244,087
+140,694
2119
$8.38M ﹤0.01%
784,652
+143,238
2120
$8.38M ﹤0.01%
310,303
+5,797
2121
$8.36M ﹤0.01%
140,483
-27,782
2122
$8.34M ﹤0.01%
374,223
-143,306
2123
$8.33M ﹤0.01%
750,214
+136,095
2124
$8.31M ﹤0.01%
507,080
+11,174
2125
$8.3M ﹤0.01%
124,976
+37,913