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
2426
$5.64M ﹤0.01%
11,440
-1,496
2427
$5.64M ﹤0.01%
217,295
-32,324
2428
$5.63M ﹤0.01%
179,404
-3,217
2429
$5.63M ﹤0.01%
170,209
-35,648
2430
$5.63M ﹤0.01%
106,743
+35,909
2431
$5.63M ﹤0.01%
171,636
+1,286
2432
$5.62M ﹤0.01%
156,618
-65,011
2433
$5.61M ﹤0.01%
454,586
+99,365
2434
$5.6M ﹤0.01%
94,739
+3,540
2435
$5.59M ﹤0.01%
164,376
-6,239
2436
$5.59M ﹤0.01%
800,081
+213,798
2437
$5.59M ﹤0.01%
234,080
-70,703
2438
$5.59M ﹤0.01%
211,680
+168,791
2439
$5.58M ﹤0.01%
346,439
+37,125
2440
$5.56M ﹤0.01%
102,433
-5,486
2441
$5.55M ﹤0.01%
182,143
+113,887
2442
$5.55M ﹤0.01%
520,304
-288,519
2443
$5.54M ﹤0.01%
92,392
+10,751
2444
$5.54M ﹤0.01%
200,936
-6,289
2445
$5.53M ﹤0.01%
134,650
+13,855
2446
$5.52M ﹤0.01%
178,235
-112,552
2447
$5.52M ﹤0.01%
246,559
+221,241
2448
$5.52M ﹤0.01%
481,220
-65,097
2449
$5.52M ﹤0.01%
49,077
+17,305
2450
$5.51M ﹤0.01%
262,575
+31,963