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
4676
$173K ﹤0.01%
12,664
-5,837
4677
$172K ﹤0.01%
6,102
-1,401
4678
$172K ﹤0.01%
5,013
-4,722
4679
$172K ﹤0.01%
59,977
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4680
$172K ﹤0.01%
6,760
-292,768
4681
$171K ﹤0.01%
5,806
+4,131
4682
$171K ﹤0.01%
5,929
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4683
$171K ﹤0.01%
4,972
-1,297
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$169K ﹤0.01%
34,058
-80,702
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$169K ﹤0.01%
4,930
-8,502
4686
$169K ﹤0.01%
30,910
-11,978
4687
$169K ﹤0.01%
5,920
-2,808
4688
$168K ﹤0.01%
5,620
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4689
$168K ﹤0.01%
5,360
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$168K ﹤0.01%
4,410
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$167K ﹤0.01%
11,922
-9,611
4692
$167K ﹤0.01%
4,106
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$166K ﹤0.01%
7,113
+269
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$166K ﹤0.01%
6,890
-14,503
4695
$166K ﹤0.01%
5,009
+1,909
4696
$166K ﹤0.01%
26,087
-20,200
4697
$166K ﹤0.01%
62,344
+25,701
4698
$165K ﹤0.01%
12,724
+6,637
4699
$165K ﹤0.01%
2,554
-309
4700
$165K ﹤0.01%
6,351
-5,300