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
4051
$592K ﹤0.01%
74,714
+45,143
4052
$590K ﹤0.01%
77,953
-694
4053
$590K ﹤0.01%
20,695
+8,174
4054
$590K ﹤0.01%
57,272
-8,889
4055
$589K ﹤0.01%
29,914
+27,006
4056
$589K ﹤0.01%
+30,980
4057
$589K ﹤0.01%
29,564
+4,510
4058
$586K ﹤0.01%
23,145
-8,590
4059
$584K ﹤0.01%
50,799
-13,754
4060
$583K ﹤0.01%
24,736
+5,355
4061
$583K ﹤0.01%
40,674
-695
4062
$581K ﹤0.01%
36,322
+1,090
4063
$580K ﹤0.01%
25,042
-15,921
4064
$579K ﹤0.01%
16,884
+7,527
4065
$578K ﹤0.01%
11,958
-3,397
4066
$577K ﹤0.01%
17,479
-8,631
4067
$577K ﹤0.01%
12,896
-3,328
4068
$576K ﹤0.01%
54,556
4069
$575K ﹤0.01%
8,717
+400
4070
$574K ﹤0.01%
103,014
+899
4071
$574K ﹤0.01%
18,714
+5,874
4072
$573K ﹤0.01%
26,308
+6,957
4073
$572K ﹤0.01%
+23,408
4074
$571K ﹤0.01%
65,215
+996
4075
$570K ﹤0.01%
13,579
+13,461