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
4451
$265K ﹤0.01%
29,466
-15,743
4452
$264K ﹤0.01%
8,782
-251
4453
$264K ﹤0.01%
5,913
+1,384
4454
$264K ﹤0.01%
8,675
+1,654
4455
$264K ﹤0.01%
38,765
+36,525
4456
$263K ﹤0.01%
4,747
-7,702
4457
$262K ﹤0.01%
7,478
-1,296
4458
$262K ﹤0.01%
9,074
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4459
$261K ﹤0.01%
8,062
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$261K ﹤0.01%
15,331
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4461
$260K ﹤0.01%
26,324
-4,004
4462
$260K ﹤0.01%
44,379
+7,500
4463
$260K ﹤0.01%
7,428
+4,393
4464
$260K ﹤0.01%
16,529
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$259K ﹤0.01%
16,433
-248,053
4466
$259K ﹤0.01%
9,432
-28,500
4467
$259K ﹤0.01%
20,898
4468
$259K ﹤0.01%
2,329
-565
4469
$258K ﹤0.01%
3,061
-1,254
4470
$257K ﹤0.01%
27,230
-20,813
4471
$256K ﹤0.01%
25,582
-2,455
4472
$255K ﹤0.01%
6,571
-618
4473
$255K ﹤0.01%
5,355
+375
4474
$255K ﹤0.01%
7,270
-5,140
4475
$255K ﹤0.01%
5,545
-1,830