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
2351
$6.21M ﹤0.01%
449,943
+3,886
2352
$6.2M ﹤0.01%
137,172
-34,170
2353
$6.18M ﹤0.01%
109,092
+973
2354
$6.18M ﹤0.01%
1,310,297
-1,314,847
2355
$6.18M ﹤0.01%
299,240
-64,885
2356
$6.17M ﹤0.01%
323,829
+34,787
2357
$6.17M ﹤0.01%
62,179
+43,990
2358
$6.17M ﹤0.01%
417,807
-36,245
2359
$6.16M ﹤0.01%
40,875
-7,531
2360
$6.15M ﹤0.01%
340,027
+15,515
2361
$6.14M ﹤0.01%
489,538
-212,054
2362
$6.14M ﹤0.01%
440,567
-52,804
2363
$6.13M ﹤0.01%
221,377
-4,043
2364
$6.13M ﹤0.01%
117,870
-30,573
2365
$6.12M ﹤0.01%
506,932
-278,595
2366
$6.12M ﹤0.01%
109,573
+18,931
2367
$6.1M ﹤0.01%
61,583
+10,420
2368
$6.09M ﹤0.01%
270,548
-213,875
2369
$6.09M ﹤0.01%
193,059
+226
2370
$6.08M ﹤0.01%
136,784
-1,919
2371
$6.05M ﹤0.01%
120,507
+34,237
2372
$6.04M ﹤0.01%
228,395
+5,515
2373
$6.04M ﹤0.01%
477,852
+179,396
2374
$6.03M ﹤0.01%
296,515
+15,308
2375
$6.02M ﹤0.01%
251,894
-92,840