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
3951
$703K ﹤0.01%
52,648
-14,417
3952
$700K ﹤0.01%
67,577
-2,799
3953
$698K ﹤0.01%
38,127
+17,837
3954
$698K ﹤0.01%
17,208
-3,240
3955
$698K ﹤0.01%
26,073
+17,460
3956
$697K ﹤0.01%
16,758
+5,702
3957
$697K ﹤0.01%
36,456
-1,259
3958
$694K ﹤0.01%
12,279
+1,986
3959
$693K ﹤0.01%
65,892
-365
3960
$690K ﹤0.01%
26,504
+14,907
3961
$690K ﹤0.01%
53,937
+3,690
3962
$690K ﹤0.01%
26,878
+3,172
3963
0
3964
$684K ﹤0.01%
17,326
-24
3965
$682K ﹤0.01%
21,498
-110,002
3966
$682K ﹤0.01%
36,323
-1,180
3967
$682K ﹤0.01%
6,551
-4,532
3968
$681K ﹤0.01%
38,894
-3,850
3969
$679K ﹤0.01%
32,524
+757
3970
$679K ﹤0.01%
419,336
-724,234
3971
$675K ﹤0.01%
9,122
-13,960
3972
$674K ﹤0.01%
36,049
+1,604
3973
$674K ﹤0.01%
8,556
-2,976
3974
$674K ﹤0.01%
50,607
-1,198
3975
$674K ﹤0.01%
381,053
+29,751