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
3026
$3.22M ﹤0.01%
+56,276
3027
$3.22M ﹤0.01%
92,340
-2,046
3028
$3.21M ﹤0.01%
246,360
+3,768
3029
$3.21M ﹤0.01%
232,668
-53,872
3030
$3.2M ﹤0.01%
115,347
+46,966
3031
$3.19M ﹤0.01%
261,249
-20,399
3032
$3.19M ﹤0.01%
85,765
-4,630
3033
$3.19M ﹤0.01%
244,952
+55,975
3034
$3.19M ﹤0.01%
158,944
+3,486
3035
$3.19M ﹤0.01%
442,632
+279,677
3036
$3.19M ﹤0.01%
40,671
-11,742
3037
$3.19M ﹤0.01%
16,212
+1,407
3038
$3.18M ﹤0.01%
216,006
+154,135
3039
$3.18M ﹤0.01%
83,460
+1,470
3040
$3.17M ﹤0.01%
56,354
-19,360
3041
$3.17M ﹤0.01%
557,608
-66,286
3042
$3.17M ﹤0.01%
217,254
-39,198
3043
$3.17M ﹤0.01%
54,926
+4,214
3044
$3.16M ﹤0.01%
316,549
+55,790
3045
$3.16M ﹤0.01%
107,641
-1,837
3046
$3.15M ﹤0.01%
75,789
+39,265
3047
$3.15M ﹤0.01%
60,674
+1,073
3048
$3.14M ﹤0.01%
98,813
-41,461
3049
$3.14M ﹤0.01%
191,000
+2,581
3050
$3.14M ﹤0.01%
585,604
+392,711