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
3476
$1.65M ﹤0.01%
123,194
-20,725
3477
$1.65M ﹤0.01%
48,115
+384
3478
$1.64M ﹤0.01%
14,023
-3,198
3479
$1.64M ﹤0.01%
1,185
-269
3480
$1.64M ﹤0.01%
13,717
+1,858
3481
$1.63M ﹤0.01%
35,458
+11,924
3482
$1.62M ﹤0.01%
135,549
+13,242
3483
$1.62M ﹤0.01%
112,829
+4,087
3484
$1.62M ﹤0.01%
57,393
-1,592
3485
$1.62M ﹤0.01%
128,183
+20,761
3486
$1.62M ﹤0.01%
100,843
-4,846
3487
$1.62M ﹤0.01%
92,364
-210,994
3488
$1.62M ﹤0.01%
81,586
-8,178
3489
$1.62M ﹤0.01%
72,360
+3,414
3490
$1.62M ﹤0.01%
112,722
-51,550
3491
$1.61M ﹤0.01%
37,398
+447
3492
$1.61M ﹤0.01%
14,099
-7,774
3493
$1.61M ﹤0.01%
71,552
-10,336
3494
$1.61M ﹤0.01%
82,314
-20,711
3495
$1.6M ﹤0.01%
71,010
-4,977
3496
$1.6M ﹤0.01%
45,959
+43,063
3497
$1.6M ﹤0.01%
93,813
+4,490
3498
$1.6M ﹤0.01%
243,304
-52,491
3499
$1.6M ﹤0.01%
84,134
+14,581
3500
$1.59M ﹤0.01%
64,949
+464