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
3326
$2.12M ﹤0.01%
31,813
+27,303
3327
$2.12M ﹤0.01%
88,964
+84,975
3328
$2.11M ﹤0.01%
9,186
+118
3329
$2.11M ﹤0.01%
126,544
-1,030
3330
$2.11M ﹤0.01%
70,617
-58,619
3331
$2.1M ﹤0.01%
120,150
+115,295
3332
$2.1M ﹤0.01%
248,578
+39,651
3333
$2.09M ﹤0.01%
108,309
+62,047
3334
$2.09M ﹤0.01%
94,589
-175
3335
$2.09M ﹤0.01%
37,723
+5,515
3336
$2.08M ﹤0.01%
424,902
-35,837
3337
$2.08M ﹤0.01%
169,864
-5,558
3338
$2.07M ﹤0.01%
128,316
-19,369
3339
$2.07M ﹤0.01%
161,657
+114,459
3340
$2.07M ﹤0.01%
89,063
-11,869
3341
$2.07M ﹤0.01%
165,987
+25,428
3342
$2.06M ﹤0.01%
226,950
-348,041
3343
$2.06M ﹤0.01%
140,951
+30,740
3344
$2.05M ﹤0.01%
65,821
-44,993
3345
$2.05M ﹤0.01%
70,993
-12,165
3346
$2.05M ﹤0.01%
41,650
-55,251
3347
$2.04M ﹤0.01%
104,625
+67,552
3348
$2.04M ﹤0.01%
15,950
-995
3349
$2.03M ﹤0.01%
55,626
+7,278
3350
$2.02M ﹤0.01%
103,086
+8,849