Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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
251
$435M 0.07%
4,732,288
+2,414,840
252
$431M 0.07%
12,383,190
-61,224
253
$424M 0.07%
24,580,568
+119,728
254
$420M 0.07%
6,498,828
+141,602
255
$414M 0.07%
10,184,033
+492,031
256
$413M 0.07%
2,396,502
+1,330,617
257
$412M 0.07%
21,627,934
-2,967,713
258
$407M 0.07%
14,202,896
-1,596,884
259
$404M 0.07%
7,785,673
+560,468
260
$397M 0.07%
9,682,299
+2,191,431
261
$396M 0.07%
6,028,563
+400,104
262
$392M 0.06%
21,006,857
+1,774,931
263
$390M 0.06%
16,214,189
-3,454,712
264
$388M 0.06%
4,903,769
-248,178
265
$388M 0.06%
5,304,419
-362,512
266
$387M 0.06%
3,645,988
-3,703
267
$383M 0.06%
8,320,070
-149,599
268
$382M 0.06%
2,675,091
-19,371
269
$380M 0.06%
12,740,213
-1,303,964
270
$379M 0.06%
1,560,081
+196,031
271
$378M 0.06%
6,786,031
+457,890
272
$368M 0.06%
3,650,476
-285,236
273
$367M 0.06%
4,516,276
-240,226
274
$367M 0.06%
6,795,237
-2,479,476
275
$366M 0.06%
7,064,012
-392,858