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
3301
$2.19M ﹤0.01%
101,572
+6,877
3302
$2.19M ﹤0.01%
44,923
-7,334
3303
$2.19M ﹤0.01%
67,596
+61,785
3304
$2.18M ﹤0.01%
976,513
+929,010
3305
$2.18M ﹤0.01%
132,204
+70,529
3306
$2.17M ﹤0.01%
192,440
+12,205
3307
$2.16M ﹤0.01%
469,531
-601,582
3308
$2.16M ﹤0.01%
71,471
+3,437
3309
$2.15M ﹤0.01%
228,290
+101,747
3310
$2.15M ﹤0.01%
36,455
-3,088
3311
$2.15M ﹤0.01%
172,551
+3
3312
$2.15M ﹤0.01%
62,673
+31,790
3313
$2.15M ﹤0.01%
336,502
+34,843
3314
$2.15M ﹤0.01%
21,306
+5,531
3315
$2.15M ﹤0.01%
51,500
-40,374
3316
$2.15M ﹤0.01%
436,332
-85,510
3317
$2.14M ﹤0.01%
102,416
-1,856
3318
$2.14M ﹤0.01%
249,247
+82,801
3319
$2.13M ﹤0.01%
189,669
+23,745
3320
$2.13M ﹤0.01%
111,635
+1,582
3321
$2.13M ﹤0.01%
27,876
+317
3322
$2.13M ﹤0.01%
67,118
+16,777
3323
$2.12M ﹤0.01%
51,484
-9,540
3324
$2.12M ﹤0.01%
136,437
-13,904
3325
$2.12M ﹤0.01%
110,900
+30,102