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
3201
$2.56M ﹤0.01%
391,897
-57,743
3202
$2.56M ﹤0.01%
69,180
+12,755
3203
$2.56M ﹤0.01%
72,782
+17,885
3204
$2.56M ﹤0.01%
32,371
-1,506
3205
$2.55M ﹤0.01%
104,632
+22,280
3206
$2.55M ﹤0.01%
182,422
+109,604
3207
$2.55M ﹤0.01%
87,970
-1,135
3208
$2.54M ﹤0.01%
95,784
-736
3209
$2.53M ﹤0.01%
77,407
+2,929
3210
$2.53M ﹤0.01%
317,860
-65,833
3211
$2.53M ﹤0.01%
241,323
+96,467
3212
$2.52M ﹤0.01%
35,746
+25,286
3213
$2.52M ﹤0.01%
21,826
+2,540
3214
$2.52M ﹤0.01%
54,597
-4,031
3215
$2.51M ﹤0.01%
19,990
+4,867
3216
$2.51M ﹤0.01%
127,223
-13,060
3217
$2.51M ﹤0.01%
1,072,835
-124,022
3218
$2.51M ﹤0.01%
86,473
-64,574
3219
$2.5M ﹤0.01%
43,394
-4,449
3220
$2.5M ﹤0.01%
15,743
-349
3221
$2.5M ﹤0.01%
52,745
-17,421
3222
$2.5M ﹤0.01%
8,938
+2,025
3223
$2.49M ﹤0.01%
69,033
-7,336
3224
$2.49M ﹤0.01%
81,169
-11,550
3225
$2.49M ﹤0.01%
32,863
-31,213