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
4276
$376K ﹤0.01%
13,260
-10,682
4277
$376K ﹤0.01%
21,425
+17,146
4278
$375K ﹤0.01%
32,822
+1,300
4279
$374K ﹤0.01%
29,313
+28,585
4280
$374K ﹤0.01%
20,438
-7,684
4281
$373K ﹤0.01%
19,706
-1,960
4282
$372K ﹤0.01%
37,289
-686
4283
$372K ﹤0.01%
22,373
-7,922
4284
$372K ﹤0.01%
29,266
+12,916
4285
$371K ﹤0.01%
1,204
-3,266
4286
$370K ﹤0.01%
99,941
+52,976
4287
$370K ﹤0.01%
8,644
+384
4288
$370K ﹤0.01%
33,777
-3,483
4289
$370K ﹤0.01%
1,186
-552
4290
$370K ﹤0.01%
12,855
+2,834
4291
$370K ﹤0.01%
27,984
+200
4292
$369K ﹤0.01%
13,149
+1,379
4293
$368K ﹤0.01%
5,222
+553
4294
$368K ﹤0.01%
38,767
-5,965
4295
$367K ﹤0.01%
29,121
-1,648
4296
$366K ﹤0.01%
23,661
-7,844
4297
$363K ﹤0.01%
46,375
+17,963
4298
$363K ﹤0.01%
29,895
+10,111
4299
$362K ﹤0.01%
14,761
-4,943
4300
$362K ﹤0.01%
15,640
-1,023