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
3676
$1.18M ﹤0.01%
1,706
+1,040
3677
$1.18M ﹤0.01%
47,762
+1,933
3678
$1.18M ﹤0.01%
89,025
+2,600
3679
$1.18M ﹤0.01%
+48,450
3680
$1.17M ﹤0.01%
53,084
+10,160
3681
$1.17M ﹤0.01%
67,146
-26,520
3682
$1.17M ﹤0.01%
14,886
+1,241
3683
$1.16M ﹤0.01%
38,787
+29,986
3684
$1.16M ﹤0.01%
77,664
-6,112
3685
$1.16M ﹤0.01%
20,408
-3,009
3686
$1.15M ﹤0.01%
+25,000
3687
$1.15M ﹤0.01%
294,576
-1,354
3688
$1.15M ﹤0.01%
62,047
+43,015
3689
$1.15M ﹤0.01%
339,403
+17,303
3690
$1.15M ﹤0.01%
70,474
+2,690
3691
$1.15M ﹤0.01%
143,902
+71,078
3692
$1.14M ﹤0.01%
35,761
-1,255
3693
$1.14M ﹤0.01%
36,821
-5,119
3694
$1.14M ﹤0.01%
286,236
-5,882
3695
$1.14M ﹤0.01%
88,427
+10,310
3696
$1.13M ﹤0.01%
95,490
+10,355
3697
$1.13M ﹤0.01%
171,031
+9,660
3698
$1.13M ﹤0.01%
59,579
+10,125
3699
$1.13M ﹤0.01%
100,979
-7,940
3700
$1.13M ﹤0.01%
127,686
+2,912