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
3651
$1.23M ﹤0.01%
163,861
-46,894
3652
$1.23M ﹤0.01%
21,988
-4,336
3653
$1.22M ﹤0.01%
108,074
+45,270
3654
$1.22M ﹤0.01%
62,271
-22,724
3655
$1.21M ﹤0.01%
55,654
-15,904
3656
$1.21M ﹤0.01%
62,379
+7,342
3657
$1.21M ﹤0.01%
28,559
-1,023
3658
$1.2M ﹤0.01%
105,278
+3,525
3659
$1.2M ﹤0.01%
38,762
+9,052
3660
$1.2M ﹤0.01%
34,181
-2,911
3661
$1.2M ﹤0.01%
13,860
-532
3662
$1.2M ﹤0.01%
15,583
-1,801
3663
$1.2M ﹤0.01%
70,874
-3,943
3664
$1.2M ﹤0.01%
48,584
-187,862
3665
$1.19M ﹤0.01%
67,258
+62,757
3666
$1.19M ﹤0.01%
51,994
+48,557
3667
$1.19M ﹤0.01%
81,659
-17,189
3668
$1.19M ﹤0.01%
24,202
+10,727
3669
$1.19M ﹤0.01%
45,294
+42,840
3670
$1.19M ﹤0.01%
63,897
+57,260
3671
$1.19M ﹤0.01%
105,520
+5,903
3672
$1.18M ﹤0.01%
53,824
-59,121
3673
$1.18M ﹤0.01%
377,661
-72,926
3674
$1.18M ﹤0.01%
34,714
+2,619
3675
$1.18M ﹤0.01%
416,817
+52,634