Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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
301
$317M 0.05%
3,586,611
+174,593
302
$317M 0.05%
10,520,806
+3,295,919
303
$317M 0.05%
3,051,444
+401,643
304
$314M 0.05%
9,157,207
+158,668
305
$313M 0.05%
9,182,660
-9,814,070
306
$312M 0.05%
4,268,341
+230,288
307
$310M 0.05%
6,160,143
-26,220
308
$309M 0.05%
3,244,570
+136,882
309
$308M 0.05%
3,891,210
+586,383
310
$308M 0.05%
3,374,457
-148,821
311
$306M 0.05%
2,649,513
-62,860
312
$306M 0.05%
2,789,562
-55,305
313
$306M 0.05%
1,798,282
-491,215
314
$305M 0.05%
1,766,970
-77,301
315
$304M 0.05%
6,144,874
+194,130
316
$303M 0.05%
3,964,455
+29,712
317
$302M 0.05%
17,082,732
+1,089,962
318
$300M 0.05%
5,172,926
+5,692
319
$299M 0.05%
6,709,544
-560,144
320
$298M 0.05%
11,980,963
-4,275,034
321
$295M 0.05%
2,545,305
-89,713
322
$294M 0.05%
9,312,592
-1,334,464
323
$291M 0.05%
7,983,841
+96,837
324
$291M 0.05%
4,932,146
-211,114
325
$290M 0.05%
1,966,083
-98,846