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
2201
$7.43M ﹤0.01%
644,948
+320,091
2202
$7.43M ﹤0.01%
4,982
-67
2203
$7.42M ﹤0.01%
300,000
2204
$7.42M ﹤0.01%
318,340
-182,355
2205
$7.41M ﹤0.01%
437,378
-27,699
2206
$7.41M ﹤0.01%
263,388
+25,729
2207
$7.4M ﹤0.01%
234,264
-29,152
2208
$7.39M ﹤0.01%
290,433
+55,089
2209
$7.39M ﹤0.01%
316,190
+76,337
2210
$7.38M ﹤0.01%
475,042
-225,055
2211
$7.38M ﹤0.01%
554,256
+53,835
2212
$7.37M ﹤0.01%
161,950
-207,915
2213
$7.32M ﹤0.01%
353,239
+82,432
2214
$7.32M ﹤0.01%
1,287,885
+1,194,752
2215
$7.31M ﹤0.01%
182,261
-45,262
2216
$7.3M ﹤0.01%
124,975
+34,880
2217
$7.3M ﹤0.01%
218,416
-11,939
2218
$7.3M ﹤0.01%
195,418
+34,000
2219
$7.3M ﹤0.01%
207,087
+103,269
2220
$7.28M ﹤0.01%
669,432
+210,651
2221
$7.27M ﹤0.01%
129,080
-1,312
2222
$7.27M ﹤0.01%
4,271
+1,198
2223
$7.26M ﹤0.01%
116,893
+61,360
2224
$7.25M ﹤0.01%
170,709
+78,547
2225
$7.24M ﹤0.01%
215,942
-56,469