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
3151
$2.74M ﹤0.01%
91,912
-3,457
3152
$2.73M ﹤0.01%
1,156,450
-514,290
3153
$2.73M ﹤0.01%
113,731
+24,839
3154
$2.73M ﹤0.01%
53,793
+23,128
3155
$2.73M ﹤0.01%
155,432
-828
3156
$2.73M ﹤0.01%
102,648
+18,466
3157
$2.72M ﹤0.01%
296,785
-16,436
3158
$2.72M ﹤0.01%
58,819
-2,051
3159
$2.72M ﹤0.01%
178,831
-112,790
3160
$2.72M ﹤0.01%
273,500
+245,019
3161
$2.72M ﹤0.01%
259,938
-28,502
3162
$2.72M ﹤0.01%
356,440
-2,362
3163
$2.72M ﹤0.01%
217,575
+20,912
3164
$2.72M ﹤0.01%
184,086
-184,354
3165
$2.71M ﹤0.01%
270,443
-70,488
3166
$2.71M ﹤0.01%
74,335
+32,917
3167
$2.71M ﹤0.01%
61,623
-3,907
3168
$2.71M ﹤0.01%
660,626
3169
$2.7M ﹤0.01%
105,575
-2,045
3170
$2.7M ﹤0.01%
245,279
+12,994
3171
$2.7M ﹤0.01%
148,321
+32,669
3172
$2.7M ﹤0.01%
83,127
+49,626
3173
$2.7M ﹤0.01%
65,624
+196
3174
$2.69M ﹤0.01%
62,013
-350
3175
$2.69M ﹤0.01%
538,433
-36,671