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
3526
$1.51M ﹤0.01%
174,033
-167,408
3527
$1.51M ﹤0.01%
32,464
+11,224
3528
$1.51M ﹤0.01%
477,765
+20,844
3529
$1.51M ﹤0.01%
108,994
+13,164
3530
$1.51M ﹤0.01%
32,734
-3,853
3531
$1.5M ﹤0.01%
110,235
-2,566
3532
$1.5M ﹤0.01%
105,415
+73,123
3533
$1.49M ﹤0.01%
12,868
-7,155
3534
$1.49M ﹤0.01%
55,155
+2,584
3535
$1.49M ﹤0.01%
3,715
+3,141
3536
$1.49M ﹤0.01%
103,136
+29,895
3537
$1.49M ﹤0.01%
28,115
-7,110
3538
$1.49M ﹤0.01%
+25,875
3539
$1.48M ﹤0.01%
+59,452
3540
$1.48M ﹤0.01%
64,258
-137,535
3541
$1.48M ﹤0.01%
29,672
+1,246
3542
$1.48M ﹤0.01%
233,451
+12,592
3543
$1.48M ﹤0.01%
+70,144
3544
$1.48M ﹤0.01%
64,114
+10,456
3545
$1.48M ﹤0.01%
34,551
-423
3546
$1.47M ﹤0.01%
3,128
+2,779
3547
$1.47M ﹤0.01%
200,141
-106,517
3548
$1.47M ﹤0.01%
65,925
+15,201
3549
$1.46M ﹤0.01%
144,872
+85,914
3550
$1.46M ﹤0.01%
88,393
-7,699