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
3126
$2.84M ﹤0.01%
105,778
-3,506
3127
$2.84M ﹤0.01%
320,741
-86,750
3128
$2.84M ﹤0.01%
132,194
+1,886
3129
$2.83M ﹤0.01%
208,387
-247,189
3130
$2.83M ﹤0.01%
86,785
-20,242
3131
$2.83M ﹤0.01%
167,497
+63,654
3132
$2.83M ﹤0.01%
270,051
-50,836
3133
$2.82M ﹤0.01%
73,254
-12,662
3134
$2.82M ﹤0.01%
95,331
-207,491
3135
$2.79M ﹤0.01%
125,387
-228
3136
$2.79M ﹤0.01%
9,307
+41
3137
$2.79M ﹤0.01%
33,876
+27,729
3138
$2.79M ﹤0.01%
59,402
-3,121
3139
$2.78M ﹤0.01%
562,550
+535,308
3140
$2.78M ﹤0.01%
150,429
-3,347
3141
$2.77M ﹤0.01%
474,305
+25,153
3142
$2.77M ﹤0.01%
+41,629
3143
$2.77M ﹤0.01%
112,480
-66,210
3144
$2.76M ﹤0.01%
677,621
+72,711
3145
$2.75M ﹤0.01%
194,084
-2,396
3146
$2.75M ﹤0.01%
168,260
-1,639
3147
$2.74M ﹤0.01%
87,953
+3,139
3148
$2.74M ﹤0.01%
161,283
+131,787
3149
$2.74M ﹤0.01%
72,344
+63,958
3150
$2.74M ﹤0.01%
99,410
-10,643