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
3426
$1.78M ﹤0.01%
40,524
+800
3427
$1.78M ﹤0.01%
73,204
-8,248
3428
$1.77M ﹤0.01%
86,143
+69,544
3429
$1.76M ﹤0.01%
56,801
-1,917
3430
$1.76M ﹤0.01%
89,104
+85,406
3431
$1.76M ﹤0.01%
66,282
+349
3432
$1.76M ﹤0.01%
77,653
-163,786
3433
$1.75M ﹤0.01%
39,021
+1,669
3434
$1.75M ﹤0.01%
137,794
+135,660
3435
$1.75M ﹤0.01%
92,978
-37,208
3436
$1.75M ﹤0.01%
81,793
-57,009
3437
$1.75M ﹤0.01%
76,462
+14,450
3438
$1.74M ﹤0.01%
51,767
-4,080
3439
$1.73M ﹤0.01%
50,583
+18,617
3440
$1.73M ﹤0.01%
110,894
+27,575
3441
$1.73M ﹤0.01%
136,631
-2,190
3442
$1.73M ﹤0.01%
74,773
-3,737
3443
$1.73M ﹤0.01%
49,361
+2,402
3444
$1.73M ﹤0.01%
54,300
+44,416
3445
$1.73M ﹤0.01%
110,966
+109
3446
$1.72M ﹤0.01%
126,018
+39,464
3447
$1.72M ﹤0.01%
114,039
-9,843
3448
$1.72M ﹤0.01%
150,933
-47,240
3449
$1.72M ﹤0.01%
114,895
+6,748
3450
$1.72M ﹤0.01%
35,264
+12,230