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
4201
$440K ﹤0.01%
18,445
+5,162
4202
$440K ﹤0.01%
13,577
+225
4203
$439K ﹤0.01%
17,496
+16,211
4204
$438K ﹤0.01%
17,979
-467
4205
$437K ﹤0.01%
9,896
+7,996
4206
$436K ﹤0.01%
21,297
-352
4207
$436K ﹤0.01%
2,384
-333
4208
$435K ﹤0.01%
26,972
+9,913
4209
$435K ﹤0.01%
33,096
+3,957
4210
$434K ﹤0.01%
31,454
+6,564
4211
$434K ﹤0.01%
12,252
+77
4212
$433K ﹤0.01%
9,592
+655
4213
$432K ﹤0.01%
43,436
+36,352
4214
$432K ﹤0.01%
38,710
-12,597
4215
$432K ﹤0.01%
30,136
+138
4216
$430K ﹤0.01%
7,925
-184
4217
$428K ﹤0.01%
37,207
+22,711
4218
$424K ﹤0.01%
15,357
+646
4219
$423K ﹤0.01%
10,623
-26,730
4220
$423K ﹤0.01%
243,363
-15,915
4221
$422K ﹤0.01%
48,328
+561
4222
$419K ﹤0.01%
3,271
-13,479
4223
$418K ﹤0.01%
24,080
+2
4224
$418K ﹤0.01%
+3,939
4225
$416K ﹤0.01%
49,596
+2,099