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
3826
$889K ﹤0.01%
65,569
+10,855
3827
$889K ﹤0.01%
38,907
-14,259
3828
$888K ﹤0.01%
216,507
+21,391
3829
$888K ﹤0.01%
25,683
-14,494
3830
$882K ﹤0.01%
62,940
-5,244
3831
$882K ﹤0.01%
82,795
-1,081
3832
$881K ﹤0.01%
69,566
-2,432
3833
$880K ﹤0.01%
39,729
-1,610
3834
$880K ﹤0.01%
32,437
-27
3835
$879K ﹤0.01%
26,712
-1,853
3836
$877K ﹤0.01%
28,803
+11,050
3837
$877K ﹤0.01%
42,574
+1,468
3838
$877K ﹤0.01%
7,970
+4,661
3839
$877K ﹤0.01%
54,143
-26,608
3840
$875K ﹤0.01%
23,270
+22,289
3841
$875K ﹤0.01%
26,927
+15,599
3842
$874K ﹤0.01%
30,989
-6,514
3843
$872K ﹤0.01%
19,231
+13,088
3844
$868K ﹤0.01%
122,033
+47,683
3845
$867K ﹤0.01%
77,784
-7,136
3846
$866K ﹤0.01%
33,173
+3,044
3847
$866K ﹤0.01%
17,127
-2,613
3848
$862K ﹤0.01%
49,568
-4,860
3849
$859K ﹤0.01%
85,102
+22,818
3850
$859K ﹤0.01%
61,147
+54,720