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
3051
$3.14M ﹤0.01%
261,326
+102,988
3052
$3.13M ﹤0.01%
104,875
+10,706
3053
$3.13M ﹤0.01%
105,089
+67,361
3054
$3.12M ﹤0.01%
1,075,609
-514,436
3055
$3.12M ﹤0.01%
336,075
-135,451
3056
$3.11M ﹤0.01%
332,301
+7,107
3057
$3.11M ﹤0.01%
124,466
-562,041
3058
$3.11M ﹤0.01%
41,860
-9,132
3059
$3.11M ﹤0.01%
96,317
+5,669
3060
$3.09M ﹤0.01%
27,768
-3,488
3061
$3.09M ﹤0.01%
78,710
+10,484
3062
$3.08M ﹤0.01%
25,752
+7,445
3063
$3.07M ﹤0.01%
55,539
+15,579
3064
$3.07M ﹤0.01%
149,380
+10,079
3065
$3.06M ﹤0.01%
342,517
+61,472
3066
$3.06M ﹤0.01%
103,770
-75,522
3067
$3.06M ﹤0.01%
41,046
+2,832
3068
$3.06M ﹤0.01%
158,133
+44,504
3069
$3.06M ﹤0.01%
45,344
+127
3070
$3.05M ﹤0.01%
256,160
+5,711
3071
$3.04M ﹤0.01%
214,420
+127,191
3072
$3.04M ﹤0.01%
194,445
+5,503
3073
$3.04M ﹤0.01%
214,274
+166,783
3074
$3.04M ﹤0.01%
188,688
-31,080
3075
$3.04M ﹤0.01%
257,218
-820,103