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
2526
$6.1M ﹤0.01%
234,049
+50,589
2527
$6.09M ﹤0.01%
240,959
+5,569
2528
$6.08M ﹤0.01%
157,808
-26,803
2529
$6.08M ﹤0.01%
274,163
-146,311
2530
$6.05M ﹤0.01%
+294,565
2531
$6.04M ﹤0.01%
243,405
+19,796
2532
$6.04M ﹤0.01%
178,151
+24,897
2533
$6.02M ﹤0.01%
240,157
+39,603
2534
$6.02M ﹤0.01%
132,871
-17,057
2535
$6M ﹤0.01%
247,906
+9,377
2536
$5.98M ﹤0.01%
430,524
+38,508
2537
$5.98M ﹤0.01%
109,640
+5,963
2538
$5.97M ﹤0.01%
597,152
+44,055
2539
$5.96M ﹤0.01%
257,210
-8,373
2540
$5.95M ﹤0.01%
205,249
+61,644
2541
$5.93M ﹤0.01%
75,665
+11,190
2542
$5.92M ﹤0.01%
365,297
-25,057
2543
$5.92M ﹤0.01%
230,759
-16,620
2544
$5.92M ﹤0.01%
130,834
+113,277
2545
$5.91M ﹤0.01%
366,829
-52,028
2546
$5.91M ﹤0.01%
105,475
-11,253
2547
$5.9M ﹤0.01%
93,326
-574,905
2548
$5.89M ﹤0.01%
167,943
+3,101
2549
$5.88M ﹤0.01%
242,563
-19,002
2550
$5.88M ﹤0.01%
231,494
+66,634