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
3501
$1.59M ﹤0.01%
100,868
+336
3502
$1.59M ﹤0.01%
50,543
-43,572
3503
$1.58M ﹤0.01%
120,341
-112,898
3504
$1.58M ﹤0.01%
8,119
-641
3505
$1.58M ﹤0.01%
61,763
-2,324
3506
$1.57M ﹤0.01%
473,146
+86,655
3507
$1.57M ﹤0.01%
39,408
-4,619
3508
$1.57M ﹤0.01%
81,244
+26,021
3509
$1.56M ﹤0.01%
78,767
-3,378
3510
$1.56M ﹤0.01%
17,999
-91,276
3511
$1.55M ﹤0.01%
32,063
+1,175
3512
$1.55M ﹤0.01%
15,589
-582
3513
$1.55M ﹤0.01%
141,800
+1,415
3514
$1.54M ﹤0.01%
31,120
+27,053
3515
$1.54M ﹤0.01%
31,905
+27,909
3516
$1.54M ﹤0.01%
106,276
+54,565
3517
$1.53M ﹤0.01%
151,105
+25,021
3518
$1.53M ﹤0.01%
44,233
-7,276
3519
$1.53M ﹤0.01%
17,099
-2,105
3520
$1.53M ﹤0.01%
82,620
-43,937
3521
$1.53M ﹤0.01%
77,566
-239,829
3522
$1.52M ﹤0.01%
47,879
-5,491
3523
$1.52M ﹤0.01%
38,039
-239,696
3524
$1.52M ﹤0.01%
107,466
+10,899
3525
$1.52M ﹤0.01%
24,348
-4,324