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
2126
$8.29M ﹤0.01%
240,980
+214,530
2127
$8.28M ﹤0.01%
241,549
-19,147
2128
$8.27M ﹤0.01%
346,551
+49,695
2129
$8.24M ﹤0.01%
489,523
-127,013
2130
$8.23M ﹤0.01%
149,976
+39,210
2131
$8.21M ﹤0.01%
181,985
-83,602
2132
$8.21M ﹤0.01%
352,469
-77,349
2133
$8.19M ﹤0.01%
223,914
-28,078
2134
$8.18M ﹤0.01%
806,316
-161,216
2135
$8.15M ﹤0.01%
403,042
+146,887
2136
$8.15M ﹤0.01%
225,102
-248,971
2137
$8.15M ﹤0.01%
193,145
+13,848
2138
$8.13M ﹤0.01%
644,584
-31,838
2139
$8.12M ﹤0.01%
664,046
+19,202
2140
$8.11M ﹤0.01%
268,057
+53,981
2141
$8.11M ﹤0.01%
120,890
+21,569
2142
$8.1M ﹤0.01%
408,001
+214,742
2143
$8.09M ﹤0.01%
1,146,457
+89,881
2144
$8.09M ﹤0.01%
141,773
+70,510
2145
$8.07M ﹤0.01%
527,434
-4,802
2146
$8.07M ﹤0.01%
655,145
-232,329
2147
$8.07M ﹤0.01%
361,381
-367,558
2148
$8.01M ﹤0.01%
247,740
-23,005
2149
$8M ﹤0.01%
306,012
-21,618
2150
$7.99M ﹤0.01%
545,831
-133,047