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
3776
$962K ﹤0.01%
29,083
+14,586
3777
$961K ﹤0.01%
35,036
-2,647
3778
$960K ﹤0.01%
67,880
+36,966
3779
$959K ﹤0.01%
30,326
+27,008
3780
$959K ﹤0.01%
36,913
+6,852
3781
$959K ﹤0.01%
17,226
-4,460
3782
$957K ﹤0.01%
521,260
3783
$954K ﹤0.01%
18,631
+11,940
3784
$951K ﹤0.01%
119
-19
3785
$950K ﹤0.01%
33,592
+4,013
3786
$944K ﹤0.01%
30,264
+96
3787
$938K ﹤0.01%
43,454
-45,912
3788
$938K ﹤0.01%
38,278
-5,009
3789
$932K ﹤0.01%
93,873
-102,880
3790
$931K ﹤0.01%
159,479
-8,190
3791
$928K ﹤0.01%
94,174
+72,406
3792
$928K ﹤0.01%
33,470
-4,143
3793
$926K ﹤0.01%
16,176
-12,343
3794
$925K ﹤0.01%
25,090
+3,816
3795
$922K ﹤0.01%
26,825
+3,266
3796
$920K ﹤0.01%
78,889
+15,354
3797
$919K ﹤0.01%
125,032
+41,417
3798
$918K ﹤0.01%
18,994
-10,789
3799
$918K ﹤0.01%
217,031
-26,671
3800
$916K ﹤0.01%
20,575
-1,421