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
2151
$7.97M ﹤0.01%
746,622
-269,157
2152
$7.96M ﹤0.01%
2,458,403
-974,480
2153
$7.96M ﹤0.01%
961,614
+128,056
2154
$7.95M ﹤0.01%
443,541
-274,289
2155
$7.92M ﹤0.01%
186,458
+2,214
2156
$7.91M ﹤0.01%
322,013
+100,473
2157
$7.89M ﹤0.01%
949,742
-256,238
2158
$7.88M ﹤0.01%
400,872
+30,902
2159
$7.88M ﹤0.01%
171,754
+29,992
2160
$7.87M ﹤0.01%
298,654
+103,639
2161
$7.86M ﹤0.01%
1,305,756
-77,289
2162
$7.86M ﹤0.01%
1,329,766
+663,813
2163
$7.86M ﹤0.01%
402,642
-61,407
2164
$7.85M ﹤0.01%
149,528
+4,478
2165
$7.85M ﹤0.01%
102,399
-32,562
2166
$7.84M ﹤0.01%
254,503
-5,046
2167
$7.84M ﹤0.01%
301,123
+25,276
2168
$7.82M ﹤0.01%
567,163
+331,961
2169
$7.79M ﹤0.01%
394,594
+48,855
2170
$7.78M ﹤0.01%
139,720
-14,811
2171
$7.77M ﹤0.01%
310,705
+57,995
2172
$7.76M ﹤0.01%
175,261
-70,607
2173
$7.75M ﹤0.01%
313,583
-53,543
2174
$7.71M ﹤0.01%
854,409
-351,029
2175
$7.7M ﹤0.01%
118,831
+48,002