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
3726
$1.05M ﹤0.01%
30,252
+8,836
3727
$1.05M ﹤0.01%
87,788
+4,471
3728
$1.05M ﹤0.01%
75,692
+58,584
3729
$1.05M ﹤0.01%
1,534
+78
3730
$1.05M ﹤0.01%
55,479
-84,475
3731
$1.05M ﹤0.01%
28,197
-10,521
3732
$1.05M ﹤0.01%
84,202
-3,494
3733
$1.04M ﹤0.01%
21,959
-69,146
3734
$1.04M ﹤0.01%
99,033
-5,145
3735
$1.04M ﹤0.01%
38,464
-3,952
3736
$1.04M ﹤0.01%
55,314
-32,984
3737
$1.03M ﹤0.01%
41,142
-1,729
3738
$1.03M ﹤0.01%
3,257
-149
3739
$1.03M ﹤0.01%
108,835
-207,717
3740
$1.02M ﹤0.01%
5,545
+4,994
3741
$1.02M ﹤0.01%
74,190
+10,212
3742
$1.02M ﹤0.01%
45,018
-698
3743
$1.02M ﹤0.01%
24,977
-12,757
3744
$1.02M ﹤0.01%
34,549
-13,903
3745
$1.01M ﹤0.01%
35,327
+4,135
3746
$1.01M ﹤0.01%
39,228
+18,871
3747
$1.01M ﹤0.01%
24,480
+10,935
3748
$1.01M ﹤0.01%
11,790
-1,684
3749
$1.01M ﹤0.01%
78,165
-5,341
3750
$1M ﹤0.01%
53,021
-2,784,333