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
2626
$5.36M ﹤0.01%
168,607
-1,189
2627
$5.36M ﹤0.01%
70,833
+45,857
2628
$5.36M ﹤0.01%
142,653
-67,239
2629
$5.36M ﹤0.01%
64,538
+20,553
2630
$5.36M ﹤0.01%
226,695
+19,607
2631
$5.35M ﹤0.01%
169,445
-34,105
2632
$5.35M ﹤0.01%
106,126
-43,147
2633
$5.35M ﹤0.01%
86,898
+1,332
2634
$5.34M ﹤0.01%
150,784
+90,689
2635
$5.34M ﹤0.01%
297,514
+19,121
2636
$5.33M ﹤0.01%
204,143
-420,711
2637
$5.33M ﹤0.01%
595,525
-40,595
2638
$5.32M ﹤0.01%
137,854
+26,663
2639
$5.32M ﹤0.01%
914,903
+12,170
2640
$5.31M ﹤0.01%
200,156
+935
2641
$5.3M ﹤0.01%
172,592
-75,905
2642
$5.29M ﹤0.01%
172,693
-7,539
2643
$5.29M ﹤0.01%
232,920
-95,845
2644
$5.28M ﹤0.01%
275,369
+39,870
2645
$5.27M ﹤0.01%
232,441
+22,960
2646
$5.26M ﹤0.01%
92,156
+19,098
2647
$5.26M ﹤0.01%
62,062
-74,489
2648
$5.26M ﹤0.01%
83,169
+49,756
2649
$5.25M ﹤0.01%
103,024
+4,627
2650
$5.24M ﹤0.01%
248,631
-48,543