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
4326
$340K ﹤0.01%
13,858
+10,933
4327
$338K ﹤0.01%
21,230
-14,712
4328
$337K ﹤0.01%
15,020
+2,065
4329
$336K ﹤0.01%
5,878
+4,151
4330
$336K ﹤0.01%
38,725
-8,168
4331
$335K ﹤0.01%
21,332
-23,794
4332
$335K ﹤0.01%
27,933
-6,760
4333
$335K ﹤0.01%
+6,830
4334
$335K ﹤0.01%
2,658
+404
4335
$334K ﹤0.01%
1,733
-4,039
4336
$333K ﹤0.01%
6,677
-3,579
4337
$333K ﹤0.01%
5,005
+1,926
4338
$330K ﹤0.01%
31,807
-15,505
4339
$330K ﹤0.01%
3,297
+151
4340
$330K ﹤0.01%
4,490
4341
$329K ﹤0.01%
20,548
+10,159
4342
$328K ﹤0.01%
29,528
+20,728
4343
$327K ﹤0.01%
43,039
+2,359
4344
$327K ﹤0.01%
10,670
-4,834
4345
$327K ﹤0.01%
22,739
+15,365
4346
$326K ﹤0.01%
15,276
-559
4347
$326K ﹤0.01%
11,145
-70
4348
$325K ﹤0.01%
14,933
-1,233
4349
$325K ﹤0.01%
12,531
+52
4350
$324K ﹤0.01%
9,359
-3,044