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
2801
$4.29M ﹤0.01%
44,645
+11,756
2802
$4.28M ﹤0.01%
89,613
-7,083
2803
$4.28M ﹤0.01%
64,083
-10,372
2804
$4.28M ﹤0.01%
84,953
-86,367
2805
$4.27M ﹤0.01%
457,900
-4,623
2806
$4.27M ﹤0.01%
+336,420
2807
$4.26M ﹤0.01%
85,066
-990
2808
$4.26M ﹤0.01%
279,423
+243,142
2809
$4.26M ﹤0.01%
60,178
+3,453
2810
$4.26M ﹤0.01%
88,509
-30,423
2811
$4.26M ﹤0.01%
125,822
-191,926
2812
$4.25M ﹤0.01%
150,945
+37,340
2813
$4.25M ﹤0.01%
40,577
-9,088
2814
$4.25M ﹤0.01%
166,613
-40,815
2815
$4.23M ﹤0.01%
222,812
+31,546
2816
$4.22M ﹤0.01%
310,466
-130,226
2817
$4.22M ﹤0.01%
226,064
-34,375
2818
$4.21M ﹤0.01%
261,499
+13,427
2819
$4.21M ﹤0.01%
200,950
-1,923
2820
$4.21M ﹤0.01%
347,286
+26,750
2821
$4.21M ﹤0.01%
127,140
-11,880
2822
$4.21M ﹤0.01%
176,602
+29,737
2823
$4.21M ﹤0.01%
95,454
-39,269
2824
$4.2M ﹤0.01%
384,409
-148,161
2825
$4.19M ﹤0.01%
196,807
+1,980