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
3626
$1.28M ﹤0.01%
65,466
+5,947
3627
$1.28M ﹤0.01%
27,097
-3,311
3628
$1.27M ﹤0.01%
44,715
+39,844
3629
$1.27M ﹤0.01%
137,703
+57,029
3630
$1.27M ﹤0.01%
70,127
-16,094
3631
$1.27M ﹤0.01%
15,887
+6,682
3632
$1.27M ﹤0.01%
28,625
-64,547
3633
$1.27M ﹤0.01%
85,211
+46,540
3634
$1.26M ﹤0.01%
12,675
+445
3635
$1.26M ﹤0.01%
31,351
+25,447
3636
$1.26M ﹤0.01%
38,292
-28,961
3637
$1.26M ﹤0.01%
39,588
-234,896
3638
$1.26M ﹤0.01%
44,440
+31,336
3639
$1.26M ﹤0.01%
69,049
+4,698
3640
$1.25M ﹤0.01%
17,191
-893
3641
$1.25M ﹤0.01%
25,654
+3,439
3642
$1.25M ﹤0.01%
+102,074
3643
$1.25M ﹤0.01%
99,710
+5,457
3644
$1.25M ﹤0.01%
26,040
+23,115
3645
$1.25M ﹤0.01%
20,729
-1,323
3646
$1.24M ﹤0.01%
92,425
+4,009
3647
$1.24M ﹤0.01%
691,611
-20,122
3648
$1.24M ﹤0.01%
60,019
-12,508
3649
$1.24M ﹤0.01%
120,709
+1,322
3650
$1.23M ﹤0.01%
34,232
-1,467