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
3101
$2.93M ﹤0.01%
45,176
-5,089
3102
$2.93M ﹤0.01%
470,163
+6,402
3103
$2.93M ﹤0.01%
215,655
+2,857
3104
$2.91M ﹤0.01%
93,070
-265,343
3105
$2.91M ﹤0.01%
132,284
+31,682
3106
$2.9M ﹤0.01%
55,050
-5,384
3107
$2.9M ﹤0.01%
203,787
+12,104
3108
$2.9M ﹤0.01%
165,909
-4,875
3109
$2.9M ﹤0.01%
58,249
+55,684
3110
$2.89M ﹤0.01%
520,943
+492,863
3111
$2.89M ﹤0.01%
56,796
+1,035
3112
$2.88M ﹤0.01%
233,250
+89,153
3113
$2.88M ﹤0.01%
62,083
-26,769
3114
$2.88M ﹤0.01%
289,689
-9,720
3115
$2.88M ﹤0.01%
133,771
-21,028
3116
$2.87M ﹤0.01%
83,044
+34,102
3117
$2.87M ﹤0.01%
374,803
+18,114
3118
$2.87M ﹤0.01%
93,324
+32,049
3119
$2.86M ﹤0.01%
290,863
+89,684
3120
$2.86M ﹤0.01%
76,438
+4,812
3121
$2.85M ﹤0.01%
783,560
-1,484,768
3122
$2.85M ﹤0.01%
45,247
-5,779
3123
$2.85M ﹤0.01%
44,089
-1,350
3124
$2.84M ﹤0.01%
44,551
+9,282
3125
$2.84M ﹤0.01%
122,703
+8,284