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
3076
$3.03M ﹤0.01%
77,502
-15,821
3077
$3.03M ﹤0.01%
69,736
-6,275
3078
$3.03M ﹤0.01%
36,793
-15,192
3079
$3.02M ﹤0.01%
92,435
+4,458
3080
$3.01M ﹤0.01%
104,025
+535
3081
$3M ﹤0.01%
237,043
-3,073
3082
$2.99M ﹤0.01%
105,388
+34,301
3083
$2.99M ﹤0.01%
57,553
-6,680
3084
$2.98M ﹤0.01%
117,075
+15,963
3085
$2.98M ﹤0.01%
91,534
+1,838
3086
$2.98M ﹤0.01%
163,220
-1,423
3087
$2.97M ﹤0.01%
146,237
+108,182
3088
$2.97M ﹤0.01%
45,915
+7,403
3089
$2.96M ﹤0.01%
70,855
-19,771
3090
$2.96M ﹤0.01%
126,881
-14,816
3091
$2.96M ﹤0.01%
376,259
-772,794
3092
$2.95M ﹤0.01%
103,157
+1,289
3093
$2.95M ﹤0.01%
113,648
-122,811
3094
$2.95M ﹤0.01%
102,450
+45,381
3095
$2.94M ﹤0.01%
133,397
-444,973
3096
$2.94M ﹤0.01%
49,441
-2,682
3097
$2.94M ﹤0.01%
128,587
-71,077
3098
$2.93M ﹤0.01%
167,181
+3,908
3099
$2.93M ﹤0.01%
32,010
-37,819
3100
$2.93M ﹤0.01%
81,449
+15,531