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
2551
$5.88M ﹤0.01%
478,732
+118,166
2552
$5.87M ﹤0.01%
321,033
+62,586
2553
$5.86M ﹤0.01%
89,734
-27,463
2554
$5.85M ﹤0.01%
393,063
+51,533
2555
$5.84M ﹤0.01%
56,602
-146,902
2556
$5.84M ﹤0.01%
348,133
+198,386
2557
$5.84M ﹤0.01%
409,708
-20,965
2558
$5.83M ﹤0.01%
96,934
-34,388
2559
$5.81M ﹤0.01%
269,297
-215,189
2560
$5.81M ﹤0.01%
266,920
+2,944
2561
$5.8M ﹤0.01%
45,049
-5,059
2562
$5.8M ﹤0.01%
909,431
-4,194
2563
$5.8M ﹤0.01%
33,164
+20,482
2564
$5.8M ﹤0.01%
290,896
-4,275
2565
$5.79M ﹤0.01%
90,453
-12,605
2566
$5.79M ﹤0.01%
239,455
+63,388
2567
$5.79M ﹤0.01%
159,559
+10,053
2568
$5.78M ﹤0.01%
114,603
-85,101
2569
$5.78M ﹤0.01%
208,279
-175,919
2570
$5.78M ﹤0.01%
35,073
-9,438
2571
$5.78M ﹤0.01%
324,804
+96,999
2572
$5.77M ﹤0.01%
60,011
-1,107
2573
$5.77M ﹤0.01%
528,686
-110,245
2574
$5.76M ﹤0.01%
374,210
+198,685
2575
$5.76M ﹤0.01%
131,935
+753