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
2576
$5.76M ﹤0.01%
344,559
-58,121
2577
$5.76M ﹤0.01%
436,590
-3,771
2578
$5.76M ﹤0.01%
111,349
-104,332
2579
$5.75M ﹤0.01%
135,930
+51,249
2580
$5.75M ﹤0.01%
244,227
+29,404
2581
$5.74M ﹤0.01%
307,581
+105,540
2582
$5.73M ﹤0.01%
22,051
+6,485
2583
$5.73M ﹤0.01%
269,517
-386
2584
$5.73M ﹤0.01%
22,632
+4,881
2585
$5.71M ﹤0.01%
5,449
-3,400
2586
$5.71M ﹤0.01%
261,826
+7,826
2587
$5.67M ﹤0.01%
159,349
+1,541
2588
$5.65M ﹤0.01%
226,483
+16,287
2589
$5.61M ﹤0.01%
343,719
+318,589
2590
$5.61M ﹤0.01%
186,675
+31,073
2591
$5.6M ﹤0.01%
58,347
+2,468
2592
$5.58M ﹤0.01%
202,439
-64,364
2593
$5.57M ﹤0.01%
85,292
+61,343
2594
$5.57M ﹤0.01%
832,726
-27,570
2595
$5.57M ﹤0.01%
55,764
+22,031
2596
$5.56M ﹤0.01%
327,241
+26,195
2597
$5.55M ﹤0.01%
26,794
-4,236
2598
$5.55M ﹤0.01%
421,994
-32,885
2599
$5.55M ﹤0.01%
166,067
-1,690
2600
$5.55M ﹤0.01%
136,370
+73,589