Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$557B
AUM Growth
+$25.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,819
New
Increased
Reduced
Closed

Top Sells

1 +$761M
2 +$680M
3 +$579M
4
TIF
Tiffany & Co.
TIF
+$567M
5
PAYX icon
Paychex
PAYX
+$531M

Sector Composition

1 Technology 10.08%
2 Financials 8.59%
3 Healthcare 7.1%
4 Industrials 7.06%
5 Consumer Discretionary 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$518M 0.09%
46,816,397
+3,718,945
227
$517M 0.09%
10,117,119
-589,258
228
$513M 0.09%
9,485,846
+13,710
229
$512M 0.08%
1,264,911
-64,836
230
$510M 0.08%
7,532,479
-4,386
231
$509M 0.08%
8,436,806
+1,060,230
232
$507M 0.08%
11,619,503
-928,519
233
$493M 0.08%
7,775,128
+31,636
234
$485M 0.08%
19,316,064
-21,098
235
$481M 0.08%
8,021,824
+648,083
236
$479M 0.08%
6,516,807
-18,725
237
$475M 0.08%
3,604,415
+86,053
238
$470M 0.08%
6,283,932
+551,569
239
$459M 0.08%
7,931,678
+54,028
240
$458M 0.08%
5,772,918
-578,224
241
$455M 0.08%
7,465,282
+1,802,648
242
$453M 0.08%
2,864,195
+321,936
243
$452M 0.07%
3,707,819
+1,102,686
244
$449M 0.07%
1,300,731
+120,220
245
$445M 0.07%
10,348,958
+245,198
246
$445M 0.07%
12,472,530
-584,119
247
$444M 0.07%
2,923,443
+1,039
248
$439M 0.07%
3,587,810
-290,624
249
$438M 0.07%
2,001,752
+395,198
250
$435M 0.07%
13,577,833
-901,411