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
4351
$323K ﹤0.01%
15,570
+8,606
4352
$323K ﹤0.01%
14,084
+1,567
4353
$323K ﹤0.01%
17,729
+13,578
4354
$323K ﹤0.01%
11,729
+7,293
4355
$323K ﹤0.01%
15,787
+1,786
4356
$323K ﹤0.01%
15,002
+2
4357
$322K ﹤0.01%
33,913
-13,193
4358
$322K ﹤0.01%
10,684
+137
4359
$321K ﹤0.01%
1,436
-503
4360
$321K ﹤0.01%
49,136
+28,918
4361
$320K ﹤0.01%
3,298
-1,375
4362
$320K ﹤0.01%
23,173
-5,585
4363
$320K ﹤0.01%
16,870
+15,980
4364
$319K ﹤0.01%
2,826
-24,244
4365
$319K ﹤0.01%
+10,275
4366
$317K ﹤0.01%
25,030
-1,393
4367
$317K ﹤0.01%
80
-22
4368
$316K ﹤0.01%
10,863
+1,140
4369
$316K ﹤0.01%
8,808
-3,634
4370
$314K ﹤0.01%
1,824
+1,161
4371
$314K ﹤0.01%
29,460
+6,860
4372
$314K ﹤0.01%
6,329
-2,115
4373
$313K ﹤0.01%
8,733
-429
4374
$313K ﹤0.01%
9,620
-50
4375
$312K ﹤0.01%
1,352
-452