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
3926
$750K ﹤0.01%
67,675
+60,068
3927
$749K ﹤0.01%
21,465
-26,110
3928
$748K ﹤0.01%
36,239
+10,685
3929
$747K ﹤0.01%
26,271
-8,913
3930
$745K ﹤0.01%
48,929
+4,745
3931
$743K ﹤0.01%
27,876
-4,223
3932
$741K ﹤0.01%
16,667
-3,018
3933
$741K ﹤0.01%
312,637
-7,598
3934
$740K ﹤0.01%
112,230
+34,940
3935
$736K ﹤0.01%
29,533
-194,630
3936
$731K ﹤0.01%
9,244
-8,321
3937
$729K ﹤0.01%
15,890
-504
3938
$726K ﹤0.01%
51,466
+1,505
3939
$725K ﹤0.01%
34,977
-100,011
3940
$717K ﹤0.01%
17,146
+1,201
3941
$717K ﹤0.01%
103,148
+97,375
3942
$716K ﹤0.01%
31,790
-49
3943
$714K ﹤0.01%
60,949
+4,774
3944
$713K ﹤0.01%
+6,400
3945
$712K ﹤0.01%
60,003
+56,135
3946
$706K ﹤0.01%
30,718
-3,096
3947
$705K ﹤0.01%
22,703
-366
3948
$704K ﹤0.01%
46,980
+985
3949
$703K ﹤0.01%
79,915
-2,084
3950
$703K ﹤0.01%
133,945
-12,103