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
4026
$615K ﹤0.01%
23,725
+174
4027
$614K ﹤0.01%
44,932
+1,751
4028
$610K ﹤0.01%
20,767
+5,275
4029
$608K ﹤0.01%
8,924
-710
4030
$607K ﹤0.01%
8,090
-14,348
4031
$607K ﹤0.01%
+12,090
4032
$606K ﹤0.01%
37,420
+29,582
4033
$606K ﹤0.01%
46,488
-8,405
4034
$606K ﹤0.01%
48,170
-37,591
4035
$605K ﹤0.01%
12,924
+11,054
4036
$605K ﹤0.01%
30,099
+27,407
4037
$604K ﹤0.01%
17,670
+13,950
4038
$603K ﹤0.01%
64,938
-1,327
4039
$602K ﹤0.01%
10,929
+6,293
4040
$602K ﹤0.01%
703
+303
4041
$600K ﹤0.01%
33,975
-1,215
4042
$600K ﹤0.01%
18,595
-765
4043
$599K ﹤0.01%
12,196
+1,694
4044
$598K ﹤0.01%
10,222
+164
4045
$597K ﹤0.01%
48,244
+8,449
4046
$595K ﹤0.01%
38,590
-4,682
4047
$593K ﹤0.01%
54,017
+1,358
4048
$593K ﹤0.01%
50,195
+2,462
4049
$592K ﹤0.01%
18,797
+359
4050
$592K ﹤0.01%
13,872
-3,208