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
2726
$4.77M ﹤0.01%
166,365
-8,561
2727
$4.76M ﹤0.01%
67,051
+54,387
2728
$4.75M ﹤0.01%
82,808
-3,467
2729
$4.74M ﹤0.01%
271,338
-8,623
2730
$4.73M ﹤0.01%
77,642
-17,702
2731
$4.73M ﹤0.01%
63,207
+22,680
2732
$4.72M ﹤0.01%
84,055
+8,152
2733
$4.72M ﹤0.01%
65,820
+9,938
2734
$4.71M ﹤0.01%
128,881
-6,932
2735
$4.71M ﹤0.01%
162,497
-65,182
2736
$4.71M ﹤0.01%
195,200
+10,607
2737
$4.71M ﹤0.01%
207,196
+1,130
2738
$4.69M ﹤0.01%
351,858
-251,574
2739
$4.69M ﹤0.01%
318,132
-16,584
2740
$4.68M ﹤0.01%
149,381
-10,778
2741
$4.68M ﹤0.01%
361,424
-46,347
2742
$4.68M ﹤0.01%
108,424
+42,816
2743
$4.67M ﹤0.01%
202,864
+6,081
2744
$4.67M ﹤0.01%
205,863
+63,461
2745
$4.67M ﹤0.01%
135,616
-14,515
2746
$4.67M ﹤0.01%
107,600
-1,437
2747
$4.66M ﹤0.01%
115,616
+5,036
2748
$4.65M ﹤0.01%
126,680
+15,404
2749
$4.65M ﹤0.01%
143,648
+35,463
2750
$4.65M ﹤0.01%
74,742
-60,077