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
4126
$519K ﹤0.01%
2,664
+372
4127
$515K ﹤0.01%
14,695
+8,027
4128
$515K ﹤0.01%
919,342
+147,264
4129
$514K ﹤0.01%
43,519
+6,081
4130
$510K ﹤0.01%
+11,020
4131
$509K ﹤0.01%
9,676
-916
4132
$509K ﹤0.01%
26,046
+17,580
4133
$509K ﹤0.01%
16,324
+100
4134
$508K ﹤0.01%
28,498
-4,990
4135
$508K ﹤0.01%
19,551
-28,088
4136
$506K ﹤0.01%
33,663
-6,026
4137
$504K ﹤0.01%
63,313
-63,625
4138
$504K ﹤0.01%
8,594
+424
4139
$502K ﹤0.01%
19,945
+55
4140
$501K ﹤0.01%
96,355
+18,845
4141
$500K ﹤0.01%
48,358
+7,407
4142
$499K ﹤0.01%
15,862
+2,466
4143
$499K ﹤0.01%
39,596
+3,174
4144
$498K ﹤0.01%
12,699
-8,338
4145
$497K ﹤0.01%
19,366
+5,790
4146
$495K ﹤0.01%
19,706
-5,265
4147
$493K ﹤0.01%
19,869
+3,095
4148
$491K ﹤0.01%
10,767
-24,351
4149
$491K ﹤0.01%
39,565
-3,604
4150
$490K ﹤0.01%
29,822
-27,463