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
4526
$229K ﹤0.01%
5,257
-852
4527
$229K ﹤0.01%
61,999
+18,555
4528
$228K ﹤0.01%
11,585
-21,288
4529
$228K ﹤0.01%
3,958
+1,970
4530
$228K ﹤0.01%
13,402
+525
4531
$227K ﹤0.01%
9,810
-14,392
4532
$227K ﹤0.01%
6,905
+724
4533
$227K ﹤0.01%
35,434
-11,714
4534
$226K ﹤0.01%
7,958
+7,066
4535
$225K ﹤0.01%
+8,113
4536
$225K ﹤0.01%
9,760
+5,275
4537
$225K ﹤0.01%
24,525
+9,780
4538
$223K ﹤0.01%
31,746
+28,235
4539
$223K ﹤0.01%
5,000
4540
$223K ﹤0.01%
11,344
-10
4541
$222K ﹤0.01%
4,235
-1,648
4542
$222K ﹤0.01%
6,296
+2,665
4543
$221K ﹤0.01%
22,650
+16,080
4544
$220K ﹤0.01%
5,749
-2,382
4545
$220K ﹤0.01%
12,680
-4,788
4546
$219K ﹤0.01%
34,537
-27,342
4547
$219K ﹤0.01%
5,797
+1,091
4548
$219K ﹤0.01%
82,602
+61,848
4549
$219K ﹤0.01%
22,613
+2,144
4550
$219K ﹤0.01%
28,607
+20,276