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
4101
$550K ﹤0.01%
10,949
-7,561
4102
$550K ﹤0.01%
32,442
+7,886
4103
$550K ﹤0.01%
101,577
+2,362
4104
$549K ﹤0.01%
52,644
-3,100
4105
$544K ﹤0.01%
42,632
+41,094
4106
$543K ﹤0.01%
17,735
+2,626
4107
$542K ﹤0.01%
123,200
+14,417
4108
$541K ﹤0.01%
29,998
+2,025
4109
$540K ﹤0.01%
31,436
+12,349
4110
$539K ﹤0.01%
22,782
+21,054
4111
$539K ﹤0.01%
12,575
-14,077
4112
$538K ﹤0.01%
29,835
-820
4113
$537K ﹤0.01%
25,041
-324
4114
$535K ﹤0.01%
43,129
-12,368
4115
$534K ﹤0.01%
41,013
-9,141
4116
$529K ﹤0.01%
16,725
-10,650
4117
$529K ﹤0.01%
+25,710
4118
$527K ﹤0.01%
75,332
-12,432
4119
$525K ﹤0.01%
23,915
+15,726
4120
$524K ﹤0.01%
21,385
+10,092
4121
$523K ﹤0.01%
22,766
+1,314
4122
$522K ﹤0.01%
18,290
+4,106
4123
$521K ﹤0.01%
97,656
+93,207
4124
$520K ﹤0.01%
77,503
-2,347
4125
$520K ﹤0.01%
55,593
-786