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
2776
$4.46M ﹤0.01%
120,051
-6,922
2777
$4.45M ﹤0.01%
60,324
+2,175
2778
$4.44M ﹤0.01%
145,555
-27,873
2779
$4.43M ﹤0.01%
83,913
+32,016
2780
$4.43M ﹤0.01%
327,560
+51,910
2781
$4.42M ﹤0.01%
251,062
-28,851
2782
$4.41M ﹤0.01%
121,195
+17,261
2783
$4.4M ﹤0.01%
60,975
-13,042
2784
$4.39M ﹤0.01%
83,111
+237
2785
$4.39M ﹤0.01%
135,361
-458,474
2786
$4.38M ﹤0.01%
266,134
+26,726
2787
$4.37M ﹤0.01%
144,297
+11,171
2788
$4.37M ﹤0.01%
89,217
+85,370
2789
$4.37M ﹤0.01%
129,034
+32,064
2790
$4.36M ﹤0.01%
58,264
-10,331
2791
$4.36M ﹤0.01%
96,144
+436
2792
$4.35M ﹤0.01%
77,168
-3,195
2793
$4.35M ﹤0.01%
168,233
+67,284
2794
$4.34M ﹤0.01%
390,795
-110,924
2795
$4.34M ﹤0.01%
224,047
+177,925
2796
$4.33M ﹤0.01%
198,255
+170,504
2797
$4.32M ﹤0.01%
215,779
+17,988
2798
$4.32M ﹤0.01%
392,534
-4,582
2799
$4.31M ﹤0.01%
1,257,098
+948,680
2800
$4.29M ﹤0.01%
119,251
-112,377