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
2501
$6.23M ﹤0.01%
39,154
+18,461
2502
$6.23M ﹤0.01%
151,939
-12,278
2503
$6.23M ﹤0.01%
372,791
+53,651
2504
$6.22M ﹤0.01%
289,463
+98,217
2505
$6.21M ﹤0.01%
151,836
+48,169
2506
$6.21M ﹤0.01%
264,415
-65,427
2507
$6.21M ﹤0.01%
76,637
-5,352
2508
$6.19M ﹤0.01%
172,252
-73,392
2509
$6.19M ﹤0.01%
117,816
+4,084
2510
$6.18M ﹤0.01%
192,527
-111,316
2511
$6.17M ﹤0.01%
192,433
-587
2512
$6.17M ﹤0.01%
268,792
-5,844
2513
$6.17M ﹤0.01%
192,501
-3,437
2514
$6.17M ﹤0.01%
170,626
+9,657
2515
$6.16M ﹤0.01%
1,178,000
+63,778
2516
$6.15M ﹤0.01%
42,058
+3,511
2517
$6.13M ﹤0.01%
46,896
-10,657
2518
$6.12M ﹤0.01%
245,802
-159,602
2519
$6.12M ﹤0.01%
255,991
+2,115
2520
$6.12M ﹤0.01%
187,521
-26,583
2521
$6.11M ﹤0.01%
564,444
+56,472
2522
$6.11M ﹤0.01%
466,057
-148,579
2523
$6.11M ﹤0.01%
58,103
+11,843
2524
$6.11M ﹤0.01%
283,908
-1,154
2525
$6.11M ﹤0.01%
92,905
+8,514