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
2601
$5.54M ﹤0.01%
338,597
+100,181
2602
$5.54M ﹤0.01%
316,691
+41,725
2603
$5.52M ﹤0.01%
149,858
-93,996
2604
$5.52M ﹤0.01%
57,762
-553
2605
$5.51M ﹤0.01%
214,005
+3,848
2606
$5.51M ﹤0.01%
87,062
-25,409
2607
$5.5M ﹤0.01%
75,152
-7,539
2608
$5.49M ﹤0.01%
167,974
+102,623
2609
$5.49M ﹤0.01%
555,999
+30,845
2610
$5.48M ﹤0.01%
249,871
+20,097
2611
$5.48M ﹤0.01%
296,311
-4,931
2612
$5.46M ﹤0.01%
203,597
+6,457
2613
$5.46M ﹤0.01%
215,482
+124,796
2614
$5.45M ﹤0.01%
141,681
-64,534
2615
$5.45M ﹤0.01%
103,781
-6,406
2616
$5.45M ﹤0.01%
376,946
+52,591
2617
$5.43M ﹤0.01%
157,202
-22,660
2618
$5.42M ﹤0.01%
141,240
+8,426
2619
$5.4M ﹤0.01%
260,180
+196,424
2620
$5.4M ﹤0.01%
737,285
+41,627
2621
$5.39M ﹤0.01%
119,098
+756
2622
$5.39M ﹤0.01%
95,842
-89,625
2623
$5.39M ﹤0.01%
258,429
-27,416
2624
$5.37M ﹤0.01%
218,831
-39,630
2625
$5.37M ﹤0.01%
157,121
-513