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
2451
$5.51M ﹤0.01%
107,015
-106,170
2452
$5.5M ﹤0.01%
377,014
+340,011
2453
$5.5M ﹤0.01%
140,732
+11,921
2454
$5.5M ﹤0.01%
358,247
-30,444
2455
$5.49M ﹤0.01%
1,279,985
+1,235,713
2456
$5.48M ﹤0.01%
110,072
+29,370
2457
$5.48M ﹤0.01%
60,403
+4,897
2458
$5.47M ﹤0.01%
128,600
+34,277
2459
$5.46M ﹤0.01%
503,310
+4,386
2460
$5.45M ﹤0.01%
529,262
-343,695
2461
$5.45M ﹤0.01%
216,045
-183,547
2462
$5.45M ﹤0.01%
128,992
+20,172
2463
$5.44M ﹤0.01%
331,507
-1,101
2464
$5.44M ﹤0.01%
406,299
-188,594
2465
$5.44M ﹤0.01%
827,465
-182,039
2466
$5.43M ﹤0.01%
450,651
+7,665
2467
$5.43M ﹤0.01%
188,386
+5,801
2468
$5.42M ﹤0.01%
225,400
-13,576
2469
$5.42M ﹤0.01%
148,588
-33,751
2470
$5.41M ﹤0.01%
226,525
+75,694
2471
$5.41M ﹤0.01%
282,254
+87,695
2472
$5.39M ﹤0.01%
263,784
-55,880
2473
$5.39M ﹤0.01%
85,808
-5,135
2474
$5.38M ﹤0.01%
317,653
-763,338
2475
$5.38M ﹤0.01%
183,739
-10,133