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
2701
$4.87M ﹤0.01%
180,737
-8,342
2702
$4.87M ﹤0.01%
662,637
-13,556
2703
$4.86M ﹤0.01%
280,410
-18,955
2704
$4.86M ﹤0.01%
385,165
+361,616
2705
$4.85M ﹤0.01%
389,806
-20,954
2706
$4.85M ﹤0.01%
152,534
-5,485
2707
$4.84M ﹤0.01%
202,853
-13,027
2708
$4.84M ﹤0.01%
454,433
-112,128
2709
$4.83M ﹤0.01%
198,413
-7,407
2710
$4.83M ﹤0.01%
41,862
-35,047
2711
$4.83M ﹤0.01%
193,888
+39,200
2712
$4.83M ﹤0.01%
125,306
-55,237
2713
$4.83M ﹤0.01%
469,758
+78,790
2714
$4.82M ﹤0.01%
296,192
+142,179
2715
$4.82M ﹤0.01%
359,635
-84,563
2716
$4.82M ﹤0.01%
152,743
-17,236
2717
$4.81M ﹤0.01%
321,449
-27,665
2718
$4.8M ﹤0.01%
181,359
+28,668
2719
$4.8M ﹤0.01%
157,281
-128,409
2720
$4.8M ﹤0.01%
80,896
-47,333
2721
$4.79M ﹤0.01%
86,116
+6,557
2722
$4.78M ﹤0.01%
94,077
-59,820
2723
$4.78M ﹤0.01%
76,005
-347
2724
$4.78M ﹤0.01%
205,158
+14,061
2725
$4.77M ﹤0.01%
38,202
-241