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
4176
$469K ﹤0.01%
3,781
-360
4177
$469K ﹤0.01%
11,347
-9,457
4178
$468K ﹤0.01%
7,866
-500
4179
$466K ﹤0.01%
6,621
-3,481
4180
$465K ﹤0.01%
21,147
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4181
$464K ﹤0.01%
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$462K ﹤0.01%
7,670
-25
4183
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135,920
-32,890
4184
$462K ﹤0.01%
27,292
-19,379
4185
$460K ﹤0.01%
9,611
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4186
$460K ﹤0.01%
14,553
-84,821
4187
$458K ﹤0.01%
14,390
+1,878
4188
$458K ﹤0.01%
30,429
-3,380
4189
$458K ﹤0.01%
35,558
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4190
$457K ﹤0.01%
2,492
+1,653
4191
$455K ﹤0.01%
8,518
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4192
$453K ﹤0.01%
56,654
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4193
$452K ﹤0.01%
9,866
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4194
$452K ﹤0.01%
46,121
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4195
$450K ﹤0.01%
36,120
-6,176
4196
$449K ﹤0.01%
69,754
-2,269
4197
$449K ﹤0.01%
9,555
+2,562
4198
$449K ﹤0.01%
14,959
+13,309
4199
$446K ﹤0.01%
13,222
-5,201
4200
$446K ﹤0.01%
11,872
-19,252