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
2826
$4.19M ﹤0.01%
165,820
+129,467
2827
$4.18M ﹤0.01%
83,621
+5,045
2828
$4.18M ﹤0.01%
185,270
-738
2829
$4.17M ﹤0.01%
406,827
-58,526
2830
$4.16M ﹤0.01%
296,859
+95,891
2831
$4.16M ﹤0.01%
265,892
-54,913
2832
$4.16M ﹤0.01%
239,039
+25,579
2833
$4.15M ﹤0.01%
307,712
-49,953
2834
$4.14M ﹤0.01%
54,702
+1,282
2835
$4.13M ﹤0.01%
312,692
+14,949
2836
$4.13M ﹤0.01%
674,382
+81,506
2837
$4.13M ﹤0.01%
168,075
+46,264
2838
$4.12M ﹤0.01%
327,798
+9,128
2839
$4.12M ﹤0.01%
39,677
+1,425
2840
$4.12M ﹤0.01%
551,903
+474,291
2841
$4.11M ﹤0.01%
85,365
+9,020
2842
$4.11M ﹤0.01%
160,367
-28,242
2843
$4.11M ﹤0.01%
175,636
+84,465
2844
$4.1M ﹤0.01%
309,286
-35,396
2845
$4.1M ﹤0.01%
114,091
-58,953
2846
$4.09M ﹤0.01%
86,297
+15,463
2847
$4.09M ﹤0.01%
290,179
-15,344
2848
$4.09M ﹤0.01%
106,309
-7,264
2849
$4.09M ﹤0.01%
1,058,786
+19,354
2850
$4.08M ﹤0.01%
142,847
-561,724