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
3251
$2.37M ﹤0.01%
81,159
+33,280
3252
$2.37M ﹤0.01%
43,196
-8,075
3253
$2.36M ﹤0.01%
47,037
-3,892
3254
$2.36M ﹤0.01%
272,185
+21,240
3255
$2.36M ﹤0.01%
29,651
+26,148
3256
$2.35M ﹤0.01%
65,398
+30,020
3257
$2.35M ﹤0.01%
243,232
+61,117
3258
$2.34M ﹤0.01%
44,599
-20,388
3259
$2.33M ﹤0.01%
255,134
+118,299
3260
$2.33M ﹤0.01%
65,768
+4,110
3261
$2.33M ﹤0.01%
28,798
+7,895
3262
$2.33M ﹤0.01%
62,989
+21,675
3263
$2.33M ﹤0.01%
52,033
-1,523
3264
$2.32M ﹤0.01%
24,550
-69,744
3265
$2.32M ﹤0.01%
58,279
+747
3266
$2.31M ﹤0.01%
128,984
-109,582
3267
$2.31M ﹤0.01%
78,990
+66,959
3268
$2.31M ﹤0.01%
32,310
+14,498
3269
$2.3M ﹤0.01%
184,340
-32,360
3270
$2.3M ﹤0.01%
49,269
-44,999
3271
$2.3M ﹤0.01%
+583,333
3272
$2.29M ﹤0.01%
86,864
+1,829
3273
$2.29M ﹤0.01%
129,240
+22,298
3274
$2.29M ﹤0.01%
252,663
-249,360
3275
$2.29M ﹤0.01%
110,367
+59,119