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
3226
$2.49M ﹤0.01%
57,269
-3,413
3227
$2.49M ﹤0.01%
5,286
+1,579
3228
$2.48M ﹤0.01%
186,732
+16,440
3229
$2.46M ﹤0.01%
262,830
+14,210
3230
$2.44M ﹤0.01%
163,443
+5,715
3231
$2.44M ﹤0.01%
+66,634
3232
$2.44M ﹤0.01%
561,117
-1,028,672
3233
$2.43M ﹤0.01%
146,700
+1,385
3234
$2.42M ﹤0.01%
117,291
+7,175
3235
$2.41M ﹤0.01%
51,908
-35,841
3236
$2.41M ﹤0.01%
94,894
-7,897
3237
$2.41M ﹤0.01%
101,763
+4,323
3238
$2.4M ﹤0.01%
56,596
-4,497
3239
$2.4M ﹤0.01%
128,309
+7,794
3240
$2.4M ﹤0.01%
109,382
-4,740
3241
$2.4M ﹤0.01%
40,819
-120,940
3242
$2.39M ﹤0.01%
36,176
-116,364
3243
$2.39M ﹤0.01%
96,629
+92,329
3244
$2.39M ﹤0.01%
99,061
-17,586
3245
$2.39M ﹤0.01%
1,910
+14
3246
$2.38M ﹤0.01%
31,970
-18,176
3247
$2.38M ﹤0.01%
249,249
-3,801
3248
$2.38M ﹤0.01%
75,803
-24,965
3249
$2.38M ﹤0.01%
169,208
-33,216
3250
$2.37M ﹤0.01%
82,977
+37,734