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
3551
$1.46M ﹤0.01%
59,958
+42,297
3552
$1.45M ﹤0.01%
43,306
-2,261
3553
$1.45M ﹤0.01%
+55,990
3554
$1.45M ﹤0.01%
100,168
+29,829
3555
$1.45M ﹤0.01%
62,866
+1,750
3556
$1.45M ﹤0.01%
46,299
-9,144
3557
$1.45M ﹤0.01%
53,870
+27,229
3558
$1.45M ﹤0.01%
43,266
-16,441
3559
$1.44M ﹤0.01%
34,157
-1,678
3560
$1.44M ﹤0.01%
41,175
-7,321
3561
$1.43M ﹤0.01%
12,538
+1,482
3562
$1.43M ﹤0.01%
58,749
-12,741
3563
$1.43M ﹤0.01%
59,715
-7,745
3564
$1.42M ﹤0.01%
28,328
-2,112
3565
$1.42M ﹤0.01%
38,414
+10,279
3566
$1.42M ﹤0.01%
101,086
-7,834
3567
$1.42M ﹤0.01%
49,571
+22,357
3568
$1.42M ﹤0.01%
315,537
+31,386
3569
$1.41M ﹤0.01%
110,867
-4,175
3570
$1.41M ﹤0.01%
42,848
+20,800
3571
$1.41M ﹤0.01%
57,977
-8,068
3572
$1.41M ﹤0.01%
138,592
+1,257
3573
$1.41M ﹤0.01%
56,608
-41,591
3574
$1.4M ﹤0.01%
14,367
+10,913
3575
$1.4M ﹤0.01%
38,697
-2,912