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
$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
2476
$6.41M ﹤0.01%
325,565
-124,807
2477
$6.41M ﹤0.01%
97,511
-59,506
2478
$6.41M ﹤0.01%
36,956
+20,329
2479
$6.41M ﹤0.01%
101,654
+8,687
2480
$6.41M ﹤0.01%
81,934
+2,300
2481
$6.39M ﹤0.01%
358,178
-250,356
2482
$6.38M ﹤0.01%
108,055
-146,346
2483
$6.37M ﹤0.01%
361,632
-31,654
2484
$6.37M ﹤0.01%
259,296
+492
2485
$6.36M ﹤0.01%
179,375
+282
2486
$6.35M ﹤0.01%
185,589
+34,760
2487
$6.34M ﹤0.01%
69,964
-3,688
2488
$6.33M ﹤0.01%
173,944
-10,767
2489
$6.32M ﹤0.01%
192,234
+191,035
2490
$6.31M ﹤0.01%
218,073
-17,731
2491
$6.31M ﹤0.01%
132,914
+24,745
2492
$6.31M ﹤0.01%
513,737
-26,372
2493
$6.3M ﹤0.01%
17,825
-1,235
2494
$6.29M ﹤0.01%
351,923
-28,485
2495
$6.29M ﹤0.01%
32,698
+27,964
2496
$6.29M ﹤0.01%
267,517
-11,541
2497
$6.28M ﹤0.01%
162,650
+82,333
2498
$6.27M ﹤0.01%
36,703
-1,369
2499
$6.25M ﹤0.01%
429,413
+414,647
2500
$6.24M ﹤0.01%
304,945
+56,187