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
4151
$490K ﹤0.01%
10,568
+3,592
4152
$490K ﹤0.01%
18,750
+119
4153
$489K ﹤0.01%
64,502
-613
4154
$489K ﹤0.01%
15,349
4155
$487K ﹤0.01%
39,085
+16,076
4156
$487K ﹤0.01%
34,485
+3,596
4157
$486K ﹤0.01%
14,914
+2,306
4158
$485K ﹤0.01%
25,724
-9,846
4159
$482K ﹤0.01%
36,673
-3,498
4160
$482K ﹤0.01%
311,103
-6,000
4161
$481K ﹤0.01%
77,275
-7,375
4162
$480K ﹤0.01%
33,115
-777
4163
$480K ﹤0.01%
12,778
+1,013
4164
$480K ﹤0.01%
41,803
+2,000
4165
$479K ﹤0.01%
17,902
-1,022
4166
$479K ﹤0.01%
25,052
+6,185
4167
$477K ﹤0.01%
2,130
+67
4168
$477K ﹤0.01%
23,187
-24,812
4169
$477K ﹤0.01%
37,661
+1,123
4170
$476K ﹤0.01%
26,608
+735
4171
$476K ﹤0.01%
20,652
-1,079
4172
$475K ﹤0.01%
35,537
4173
$472K ﹤0.01%
71,594
+50,722
4174
$471K ﹤0.01%
817
+57
4175
$470K ﹤0.01%
8,495
+675