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
4476
$255K ﹤0.01%
57,366
-8,803
4477
$254K ﹤0.01%
8,181
+450
4478
$253K ﹤0.01%
9,493
-3,525
4479
$253K ﹤0.01%
3,897
+748
4480
$253K ﹤0.01%
29,377
+29
4481
$249K ﹤0.01%
6,677
-1,093
4482
$249K ﹤0.01%
9,954
-2,974
4483
$248K ﹤0.01%
412
-217
4484
$248K ﹤0.01%
11,608
+278
4485
$248K ﹤0.01%
31,722
-17,287
4486
$247K ﹤0.01%
38,933
-10,037
4487
$246K ﹤0.01%
7,467
+5,810
4488
$246K ﹤0.01%
11,494
4489
$245K ﹤0.01%
4,971
4490
$245K ﹤0.01%
5,287
+2,787
4491
$244K ﹤0.01%
16,101
+13,899
4492
$244K ﹤0.01%
+9,150
4493
$244K ﹤0.01%
7,543
-6,196
4494
$244K ﹤0.01%
9,078
-736
4495
$243K ﹤0.01%
10,955
-25,690
4496
$243K ﹤0.01%
5,566
-929
4497
$241K ﹤0.01%
14,505
-10,668
4498
$240K ﹤0.01%
6,919
4499
$240K ﹤0.01%
76,333
+8,341
4500
$240K ﹤0.01%
13,080
-21,007