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
4626
$191K ﹤0.01%
13,578
+10,943
4627
$191K ﹤0.01%
10,824
-2,700
4628
$191K ﹤0.01%
36,208
-13,878
4629
$190K ﹤0.01%
16,616
-426
4630
$190K ﹤0.01%
20,455
-2,194
4631
$190K ﹤0.01%
4,332
+1,976
4632
$190K ﹤0.01%
46,796
-43,251
4633
$190K ﹤0.01%
7,316
-7,439
4634
$189K ﹤0.01%
16,227
-92,713
4635
$189K ﹤0.01%
17,199
-959
4636
$189K ﹤0.01%
3,350
-300
4637
$188K ﹤0.01%
565
-171
4638
$187K ﹤0.01%
4,251
-1,377
4639
$187K ﹤0.01%
9,501
-5,226
4640
$187K ﹤0.01%
1,358
-358
4641
$185K ﹤0.01%
7,189
-1,249
4642
$185K ﹤0.01%
2,811
-630
4643
$185K ﹤0.01%
3,748
-94
4644
$185K ﹤0.01%
3,009
+38
4645
$185K ﹤0.01%
23,234
+1,263
4646
$184K ﹤0.01%
6,613
-456
4647
$183K ﹤0.01%
3,304
+174
4648
$183K ﹤0.01%
4,086
+3,365
4649
$182K ﹤0.01%
51,851
+49,678
4650
$182K ﹤0.01%
3,645