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
4576
$208K ﹤0.01%
11,747
-6,233
4577
$208K ﹤0.01%
3,437
-895
4578
$207K ﹤0.01%
3,114
+184
4579
$207K ﹤0.01%
7,095
+2,650
4580
$207K ﹤0.01%
15,232
-1,625
4581
$204K ﹤0.01%
27,346
-134,471
4582
$204K ﹤0.01%
67
4583
$204K ﹤0.01%
44,310
+623
4584
$204K ﹤0.01%
6,834
-2,451
4585
$203K ﹤0.01%
6,162
-17,445
4586
$203K ﹤0.01%
5,369
+593
4587
$203K ﹤0.01%
15,140
4588
$202K ﹤0.01%
4,809
-1,745
4589
$202K ﹤0.01%
+4,039
4590
$201K ﹤0.01%
12,769
-21,755
4591
$201K ﹤0.01%
27,338
+4,147
4592
$201K ﹤0.01%
4,331
+476
4593
$201K ﹤0.01%
44,754
+17,326
4594
$201K ﹤0.01%
8,733
-11,212
4595
$201K ﹤0.01%
30,161
-110,094
4596
$200K ﹤0.01%
21,743
-4,222
4597
$200K ﹤0.01%
5,734
-602
4598
$200K ﹤0.01%
6,412
-3,864
4599
$199K ﹤0.01%
+4,677
4600
$199K ﹤0.01%
10,899
-4,793