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
3576
$1.39M ﹤0.01%
54,921
+5,974
3577
$1.39M ﹤0.01%
27,456
-53,424
3578
$1.38M ﹤0.01%
683,606
-999,089
3579
$1.38M ﹤0.01%
216,401
-67,912
3580
$1.38M ﹤0.01%
63,410
-194
3581
$1.38M ﹤0.01%
85,237
-1,016
3582
$1.37M ﹤0.01%
43,090
+18,653
3583
$1.37M ﹤0.01%
67,063
-55,420
3584
$1.37M ﹤0.01%
82,848
-1,067
3585
$1.37M ﹤0.01%
94,123
-3,653
3586
$1.37M ﹤0.01%
33,375
-47,963
3587
$1.36M ﹤0.01%
91,440
-9,665
3588
$1.36M ﹤0.01%
290,989
-11,885
3589
$1.36M ﹤0.01%
+25,302
3590
$1.35M ﹤0.01%
48,434
+15,028
3591
$1.34M ﹤0.01%
36,548
-2,696
3592
$1.34M ﹤0.01%
101,871
+16,734
3593
$1.34M ﹤0.01%
31,504
+2,670
3594
$1.34M ﹤0.01%
101,704
+70,070
3595
$1.33M ﹤0.01%
93,628
+4,471
3596
$1.33M ﹤0.01%
54,746
-230,497
3597
$1.33M ﹤0.01%
114,648
-1,488
3598
$1.33M ﹤0.01%
18,692
+517
3599
$1.33M ﹤0.01%
22,030
+1,080
3600
$1.32M ﹤0.01%
62,969
-4,510