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
3701
$1.13M ﹤0.01%
12,894
+5,639
3702
$1.13M ﹤0.01%
47,769
-20,388
3703
$1.13M ﹤0.01%
132,300
3704
$1.12M ﹤0.01%
16,843
+4,373
3705
$1.1M ﹤0.01%
63,438
+373
3706
$1.1M ﹤0.01%
292,056
+106,737
3707
$1.1M ﹤0.01%
117,518
-3,193
3708
$1.1M ﹤0.01%
63,904
+55,645
3709
$1.09M ﹤0.01%
59,896
+4,693
3710
$1.09M ﹤0.01%
80,340
-955
3711
$1.09M ﹤0.01%
49,228
-30,386
3712
$1.09M ﹤0.01%
45,134
+11,445
3713
$1.09M ﹤0.01%
29,637
-8,434
3714
$1.08M ﹤0.01%
152,704
+15,241
3715
$1.07M ﹤0.01%
22,084
-13,549
3716
$1.07M ﹤0.01%
24,691
-1,629
3717
$1.07M ﹤0.01%
26,163
-8,696
3718
$1.06M ﹤0.01%
65,589
-13,849
3719
$1.06M ﹤0.01%
54,479
-8,319
3720
$1.06M ﹤0.01%
21,720
-31,131
3721
$1.06M ﹤0.01%
32,155
-11,826
3722
$1.06M ﹤0.01%
57,128
-951,288
3723
$1.06M ﹤0.01%
2,841
+726
3724
$1.06M ﹤0.01%
+29,475
3725
$1.06M ﹤0.01%
22,322
+2,829