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
3751
$1M ﹤0.01%
22,129
-4,166
3752
$1M ﹤0.01%
72,742
-7,160
3753
$1M ﹤0.01%
73,657
+56,909
3754
$1M ﹤0.01%
28,199
-26,506
3755
$998K ﹤0.01%
15,441
+363
3756
$996K ﹤0.01%
61,971
-1,257
3757
$996K ﹤0.01%
24,120
+4,823
3758
$996K ﹤0.01%
69,681
+3,960
3759
$996K ﹤0.01%
17,524
+6,953
3760
$996K ﹤0.01%
30,126
-101,135
3761
$995K ﹤0.01%
18,343
-1,925
3762
$994K ﹤0.01%
67,584
+4,215
3763
$993K ﹤0.01%
15,750
3764
$992K ﹤0.01%
110,221
+4,507
3765
$985K ﹤0.01%
4,746
-2,690
3766
$982K ﹤0.01%
+14,916
3767
$980K ﹤0.01%
58,821
-7,632
3768
$976K ﹤0.01%
2,327
+741
3769
$974K ﹤0.01%
38,294
-33,878
3770
$971K ﹤0.01%
81,973
+31,030
3771
$970K ﹤0.01%
73,297
-18,588
3772
$967K ﹤0.01%
171,056
+10,872
3773
$967K ﹤0.01%
35,491
+32,423
3774
$965K ﹤0.01%
17,224
+1,537
3775
$963K ﹤0.01%
110,198
-445,406