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
3851
$858K ﹤0.01%
22,532
+76
3852
$858K ﹤0.01%
206,728
+88,910
3853
$857K ﹤0.01%
75,000
+32,545
3854
$856K ﹤0.01%
33,098
-65,553
3855
$856K ﹤0.01%
22,439
-3,584
3856
$854K ﹤0.01%
111,384
+21,857
3857
$850K ﹤0.01%
8,480
-1,142
3858
$848K ﹤0.01%
18,558
-8,979
3859
$848K ﹤0.01%
2,215
-447
3860
$847K ﹤0.01%
96,848
+4,519
3861
$847K ﹤0.01%
33,458
-5,059
3862
$845K ﹤0.01%
68,291
+33,140
3863
$845K ﹤0.01%
158,097
+7,178
3864
$841K ﹤0.01%
84,482
-24,633
3865
$838K ﹤0.01%
36,932
+954
3866
$836K ﹤0.01%
+15,783
3867
$835K ﹤0.01%
48,308
+16,711
3868
$834K ﹤0.01%
10,115
+375
3869
$832K ﹤0.01%
3,939
+2,198
3870
0
3871
$831K ﹤0.01%
25,114
+10,650
3872
$826K ﹤0.01%
55,864
-43,665
3873
$825K ﹤0.01%
31,010
-5,193
3874
$821K ﹤0.01%
5,131
+704
3875
$820K ﹤0.01%
113,452
-11,500