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
3401
$1.86M ﹤0.01%
36,498
+21,248
3402
$1.86M ﹤0.01%
18,626
+1,676
3403
$1.85M ﹤0.01%
11,559
+9
3404
$1.85M ﹤0.01%
127,345
+820
3405
$1.85M ﹤0.01%
123,324
-31,837
3406
$1.85M ﹤0.01%
12,011
-10,477
3407
$1.84M ﹤0.01%
88,568
+5,313
3408
$1.84M ﹤0.01%
+139,815
3409
$1.83M ﹤0.01%
98,027
-35,622
3410
$1.82M ﹤0.01%
131,329
-4,763
3411
$1.82M ﹤0.01%
74,389
-66,675
3412
$1.82M ﹤0.01%
141,599
-2,353
3413
$1.82M ﹤0.01%
111,084
-1,652
3414
$1.82M ﹤0.01%
28,846
-127,388
3415
$1.81M ﹤0.01%
68,227
-5,624
3416
$1.81M ﹤0.01%
23,775
-34,895
3417
$1.81M ﹤0.01%
83,791
-37,855
3418
$1.8M ﹤0.01%
151,272
-887
3419
$1.8M ﹤0.01%
156,157
-11,632
3420
$1.79M ﹤0.01%
21,153
+14,634
3421
$1.79M ﹤0.01%
29,857
-15,879
3422
$1.79M ﹤0.01%
35,076
-20,499
3423
$1.79M ﹤0.01%
214,486
-6,123
3424
$1.78M ﹤0.01%
132,623
+41,016
3425
$1.78M ﹤0.01%
113,109
+46,522