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
3601
$1.32M ﹤0.01%
70,002
+1,546
3602
$1.32M ﹤0.01%
+80,729
3603
$1.32M ﹤0.01%
110,144
-24,739
3604
$1.32M ﹤0.01%
31,979
-13,342
3605
$1.32M ﹤0.01%
144,258
-33,804
3606
$1.31M ﹤0.01%
47,577
-21,023
3607
$1.31M ﹤0.01%
22,125
-7,602
3608
$1.31M ﹤0.01%
90,069
-31,410
3609
$1.31M ﹤0.01%
79,977
-8,085
3610
$1.31M ﹤0.01%
203,974
-36,857
3611
$1.31M ﹤0.01%
66,611
-34,687
3612
$1.3M ﹤0.01%
53,192
+57
3613
$1.3M ﹤0.01%
5,097
+2,104
3614
$1.3M ﹤0.01%
32,090
+25,432
3615
$1.29M ﹤0.01%
63,094
-1,145
3616
$1.29M ﹤0.01%
145,798
-638,048
3617
$1.29M ﹤0.01%
106,754
-21,416
3618
$1.29M ﹤0.01%
82,016
-517,841
3619
$1.29M ﹤0.01%
35,223
+13,921
3620
$1.29M ﹤0.01%
44,864
-4,876
3621
$1.29M ﹤0.01%
14,503
-424
3622
$1.29M ﹤0.01%
35,982
+33,245
3623
$1.28M ﹤0.01%
616,489
+12,781
3624
$1.28M ﹤0.01%
39,548
+3,777
3625
$1.28M ﹤0.01%
16,746
+2,550