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
4301
$360K ﹤0.01%
+13,538
4302
$360K ﹤0.01%
9,530
-2,126
4303
$358K ﹤0.01%
31,724
+2,678
4304
$356K ﹤0.01%
21,838
-8,946
4305
$355K ﹤0.01%
21,035
-33,437
4306
$354K ﹤0.01%
3,021
-1,002
4307
$354K ﹤0.01%
30,245
-22,000
4308
$354K ﹤0.01%
34,482
+209
4309
$353K ﹤0.01%
23,963
4310
$353K ﹤0.01%
34,066
-8,623
4311
$353K ﹤0.01%
962
-427
4312
$352K ﹤0.01%
26,568
+2,666
4313
$351K ﹤0.01%
14,306
+9,194
4314
$350K ﹤0.01%
23,688
+4
4315
$350K ﹤0.01%
+8,558
4316
$348K ﹤0.01%
11,395
-12,601
4317
$348K ﹤0.01%
16,918
-1,786
4318
$347K ﹤0.01%
16,739
-3,886
4319
$346K ﹤0.01%
976
-3,344
4320
$344K ﹤0.01%
4,378
-509
4321
$344K ﹤0.01%
71,829
-23,358
4322
$343K ﹤0.01%
31,725
-11,808
4323
$343K ﹤0.01%
5,757
-1,522
4324
$342K ﹤0.01%
+1,168
4325
$340K ﹤0.01%
15,705
+2,259