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
2851
$4.08M ﹤0.01%
129,414
-7,998
2852
$4.08M ﹤0.01%
89,668
-184,417
2853
$4.07M ﹤0.01%
66,220
-4,045
2854
$4.07M ﹤0.01%
212,287
-24,932
2855
$4.06M ﹤0.01%
78,312
-28,310
2856
$4.06M ﹤0.01%
304,727
-78,167
2857
$4.04M ﹤0.01%
180,291
-16,466
2858
$4.04M ﹤0.01%
83,241
+26,046
2859
$4.04M ﹤0.01%
163,937
+5,403
2860
$4.04M ﹤0.01%
501,286
-97
2861
$4.02M ﹤0.01%
80,628
+20,735
2862
$4.02M ﹤0.01%
343,808
-12,237
2863
$4.01M ﹤0.01%
192,494
+50,009
2864
$4.01M ﹤0.01%
71,642
+28,674
2865
$4M ﹤0.01%
81,869
-11,512
2866
$3.99M ﹤0.01%
121,897
+58,247
2867
$3.98M ﹤0.01%
76,580
+660
2868
$3.98M ﹤0.01%
59,783
-15,832
2869
$3.96M ﹤0.01%
146,576
-23,882
2870
$3.96M ﹤0.01%
51,537
+10,439
2871
$3.96M ﹤0.01%
210,804
+19,872
2872
$3.96M ﹤0.01%
107,917
2873
$3.96M ﹤0.01%
106,063
+45,426
2874
$3.95M ﹤0.01%
65,346
+3,639
2875
$3.95M ﹤0.01%
254,148
-12,564