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
2376
$6.02M ﹤0.01%
516,007
+13,275
2377
$6.02M ﹤0.01%
+10,115
2378
$6.02M ﹤0.01%
96,545
-28,503
2379
$6.02M ﹤0.01%
304,175
+18,170
2380
$6.02M ﹤0.01%
139,746
+3,043
2381
$6.01M ﹤0.01%
158,475
+11,326
2382
$6M ﹤0.01%
147,979
+137,371
2383
$6M ﹤0.01%
268,732
+7,509
2384
$6M ﹤0.01%
416,230
+292,164
2385
$5.99M ﹤0.01%
165,593
+62,548
2386
$5.99M ﹤0.01%
258,025
+16,064
2387
$5.98M ﹤0.01%
136,162
+18,357
2388
$5.97M ﹤0.01%
47,022
-2,922
2389
$5.97M ﹤0.01%
93,577
+42,343
2390
$5.96M ﹤0.01%
58,363
+55,622
2391
$5.95M ﹤0.01%
358,195
+25,614
2392
$5.95M ﹤0.01%
258,929
-137,760
2393
$5.95M ﹤0.01%
561,379
-304,230
2394
$5.94M ﹤0.01%
177,995
-18,514
2395
$5.94M ﹤0.01%
109,057
+32,623
2396
$5.94M ﹤0.01%
283,903
-186,437
2397
$5.94M ﹤0.01%
538,944
-11,841
2398
$5.93M ﹤0.01%
570,711
-40,530
2399
$5.93M ﹤0.01%
187,085
+12,530
2400
$5.92M ﹤0.01%
236,450
-45,440