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
4551
$218K ﹤0.01%
389
+30
4552
$218K ﹤0.01%
11,313
-3,734
4553
$217K ﹤0.01%
7,042
+2,914
4554
$217K ﹤0.01%
8,258
+1,726
4555
$216K ﹤0.01%
13,965
+1,053
4556
$216K ﹤0.01%
47,800
+17,100
4557
$216K ﹤0.01%
10,881
-54,125
4558
$215K ﹤0.01%
6,812
+3,694
4559
$215K ﹤0.01%
7,330
-12
4560
$214K ﹤0.01%
11,498
+112
4561
$214K ﹤0.01%
9,484
-3,126
4562
$214K ﹤0.01%
4,490
-1,583
4563
$213K ﹤0.01%
11,977
+2,738
4564
$213K ﹤0.01%
12,569
-101
4565
$212K ﹤0.01%
7,080
+2,927
4566
$212K ﹤0.01%
3,085
-19
4567
$212K ﹤0.01%
93,122
+7,598
4568
$212K ﹤0.01%
46,754
+32,669
4569
$211K ﹤0.01%
13,509
-190
4570
$210K ﹤0.01%
2,021
+88
4571
$210K ﹤0.01%
13,912
+183
4572
$210K ﹤0.01%
9,348
-327
4573
$209K ﹤0.01%
11,076
-560
4574
$209K ﹤0.01%
20,606
+11,170
4575
$208K ﹤0.01%
10,859
-8,591