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
4226
$414K ﹤0.01%
7,730
-2,217
4227
$413K ﹤0.01%
21,995
-152
4228
$413K ﹤0.01%
8,880
4229
$413K ﹤0.01%
2,662
+980
4230
$412K ﹤0.01%
15,933
-5,782
4231
$410K ﹤0.01%
15,287
-203,313
4232
$410K ﹤0.01%
8,327
+91
4233
$409K ﹤0.01%
70,115
-10,511
4234
$409K ﹤0.01%
17,886
-5,039
4235
$408K ﹤0.01%
115,872
-12,560
4236
$407K ﹤0.01%
49,446
-106,340
4237
$407K ﹤0.01%
4,767
-422
4238
$407K ﹤0.01%
35,911
+25,511
4239
$405K ﹤0.01%
16,239
-14,883
4240
$403K ﹤0.01%
10,193
+4,839
4241
$402K ﹤0.01%
+16,475
4242
$401K ﹤0.01%
37,050
-271
4243
$400K ﹤0.01%
5,982
-2,851
4244
$400K ﹤0.01%
8,346
+3,606
4245
$399K ﹤0.01%
18,783
-177
4246
$399K ﹤0.01%
2,523
+231
4247
$396K ﹤0.01%
13,577
+3,252
4248
$395K ﹤0.01%
34,597
+3,134
4249
$394K ﹤0.01%
10,307
-3,399
4250
$393K ﹤0.01%
11,660
-26,005