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
2901
$3.81M ﹤0.01%
855,093
-69,925
2902
$3.81M ﹤0.01%
46,870
+23,070
2903
$3.8M ﹤0.01%
230,906
+103,765
2904
$3.8M ﹤0.01%
130,773
+37,467
2905
$3.79M ﹤0.01%
82,731
-8,524
2906
$3.78M ﹤0.01%
37,436
-7,911
2907
$3.77M ﹤0.01%
235,706
-19,488
2908
$3.77M ﹤0.01%
170,650
-242,458
2909
$3.76M ﹤0.01%
49,498
-4,322
2910
$3.76M ﹤0.01%
92,012
-23,990
2911
$3.74M ﹤0.01%
296,414
+14,145
2912
$3.74M ﹤0.01%
270,976
-8,715
2913
$3.74M ﹤0.01%
560,239
-46,358
2914
$3.74M ﹤0.01%
68,144
+15,348
2915
$3.71M ﹤0.01%
57,795
-4,906
2916
$3.7M ﹤0.01%
356,917
-388,162
2917
$3.7M ﹤0.01%
374,373
+76,006
2918
$3.7M ﹤0.01%
210,221
-1,270
2919
$3.68M ﹤0.01%
1,374,721
-294,285
2920
$3.68M ﹤0.01%
63,458
-15,270
2921
$3.68M ﹤0.01%
115,405
+15,574
2922
$3.67M ﹤0.01%
234,380
-126,189
2923
$3.65M ﹤0.01%
+222,334
2924
$3.65M ﹤0.01%
174,020
+48,048
2925
$3.65M ﹤0.01%
174,636
+6,681