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
2401
$5.92M ﹤0.01%
523,618
-359,467
2402
$5.91M ﹤0.01%
102,434
-85,685
2403
$5.91M ﹤0.01%
303,461
-40,999
2404
$5.9M ﹤0.01%
391,433
-30,936
2405
$5.9M ﹤0.01%
143,192
-40,906
2406
$5.89M ﹤0.01%
414,339
+145,303
2407
$5.87M ﹤0.01%
224,582
-7,951
2408
$5.86M ﹤0.01%
200,176
+26,706
2409
$5.86M ﹤0.01%
380,225
-257,513
2410
$5.85M ﹤0.01%
1,203,510
+210,171
2411
$5.83M ﹤0.01%
220,819
+35,863
2412
$5.83M ﹤0.01%
579,999
+63,062
2413
$5.82M ﹤0.01%
162,576
+37,997
2414
$5.81M ﹤0.01%
1,055,205
+146,600
2415
$5.8M ﹤0.01%
366,294
-6,090
2416
$5.8M ﹤0.01%
13,808
+4,285
2417
$5.76M ﹤0.01%
174,837
+25,800
2418
$5.74M ﹤0.01%
159,453
-127,495
2419
$5.73M ﹤0.01%
361,143
-251,802
2420
$5.72M ﹤0.01%
308,372
+33,484
2421
$5.71M ﹤0.01%
117,305
+15,547
2422
$5.71M ﹤0.01%
1,215,190
-500,746
2423
$5.7M ﹤0.01%
159,054
-103,335
2424
$5.68M ﹤0.01%
36,516
+14,643
2425
$5.67M ﹤0.01%
165,040
-21,250