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
3801
$915K ﹤0.01%
32,104
-5,737
3802
$913K ﹤0.01%
30,532
+2,764
3803
$913K ﹤0.01%
20,398
-890
3804
$913K ﹤0.01%
37,491
+14,741
3805
$911K ﹤0.01%
33,682
+8,414
3806
$910K ﹤0.01%
29,364
-2,509
3807
$909K ﹤0.01%
55,719
+265
3808
$907K ﹤0.01%
74,747
+1,990
3809
$905K ﹤0.01%
68,657
+1,423
3810
$903K ﹤0.01%
39,308
-1,113
3811
$903K ﹤0.01%
18,674
+8,788
3812
$903K ﹤0.01%
93,063
+85,503
3813
$902K ﹤0.01%
89,959
+12,734
3814
$901K ﹤0.01%
15,066
-1,897
3815
$899K ﹤0.01%
9,758
+1,025
3816
$897K ﹤0.01%
35,119
-49,678
3817
$896K ﹤0.01%
56,156
+12,628
3818
$895K ﹤0.01%
26,716
-37,330
3819
$893K ﹤0.01%
10,394
-884
3820
$893K ﹤0.01%
52,271
+239
3821
$892K ﹤0.01%
89,356
+2,493
3822
$891K ﹤0.01%
55,795
-64,213
3823
$891K ﹤0.01%
55,101
-6,979
3824
$890K ﹤0.01%
49,367
+33,885
3825
$889K ﹤0.01%
35,773
+12,155