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
2676
$5.05M ﹤0.01%
596,527
+30,408
2677
$5.03M ﹤0.01%
168,258
-54,998
2678
$5.02M ﹤0.01%
54,085
-36,743
2679
$5.02M ﹤0.01%
67,970
-4,645
2680
$5.01M ﹤0.01%
203,510
+41,394
2681
$4.99M ﹤0.01%
239,695
+50,451
2682
$4.99M ﹤0.01%
366,121
-52,053
2683
$4.99M ﹤0.01%
91,789
-31,184
2684
$4.98M ﹤0.01%
169,548
+10,591
2685
$4.97M ﹤0.01%
200,519
-23,315
2686
$4.97M ﹤0.01%
87,133
-8,828
2687
$4.96M ﹤0.01%
+90,527
2688
$4.96M ﹤0.01%
337,611
+251,736
2689
$4.94M ﹤0.01%
228,443
-120,490
2690
$4.93M ﹤0.01%
107,056
-4,481
2691
$4.93M ﹤0.01%
164,153
+136,256
2692
$4.93M ﹤0.01%
68,956
-54,859
2693
$4.92M ﹤0.01%
157,798
+58,990
2694
$4.92M ﹤0.01%
106,845
+16,143
2695
$4.91M ﹤0.01%
127,297
-2,662
2696
$4.89M ﹤0.01%
97,806
+60,068
2697
$4.88M ﹤0.01%
89,953
+14,575
2698
$4.88M ﹤0.01%
228,183
-26,587
2699
$4.87M ﹤0.01%
386,976
+9,517
2700
$4.87M ﹤0.01%
67,336
+23,835