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
3176
$2.69M ﹤0.01%
60,574
-14,202
3177
$2.68M ﹤0.01%
293,981
-591
3178
$2.68M ﹤0.01%
49,526
-11,979
3179
$2.68M ﹤0.01%
283,576
+15,627
3180
$2.68M ﹤0.01%
35,609
-1,650
3181
$2.67M ﹤0.01%
749,454
+51,997
3182
$2.67M ﹤0.01%
149,602
-32
3183
$2.67M ﹤0.01%
148,808
+3,200
3184
$2.65M ﹤0.01%
112,878
-20,256
3185
$2.65M ﹤0.01%
769
+304
3186
$2.65M ﹤0.01%
165,139
+1,553
3187
$2.65M ﹤0.01%
84,557
-77,180
3188
$2.64M ﹤0.01%
55,044
-14,856
3189
$2.64M ﹤0.01%
31,345
+7,551
3190
$2.6M ﹤0.01%
337,719
+11,423
3191
$2.6M ﹤0.01%
26,782
-17,923
3192
$2.6M ﹤0.01%
30,226
-26,946
3193
$2.58M ﹤0.01%
27,112
+9,439
3194
$2.58M ﹤0.01%
60,284
-490
3195
$2.58M ﹤0.01%
+100,000
3196
$2.58M ﹤0.01%
88,065
+79,303
3197
$2.58M ﹤0.01%
112,195
+35,018
3198
$2.56M ﹤0.01%
175,919
+155,108
3199
$2.56M ﹤0.01%
127,314
+29,339
3200
$2.56M ﹤0.01%
60,937
-2,053