Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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
451
$173M 0.03%
3,370,437
-251,573
452
$173M 0.03%
3,638,911
-175,526
453
$173M 0.03%
2,194,650
+26,360
454
$172M 0.03%
3,606,219
+126,687
455
$172M 0.03%
1,307,867
-675,351
456
$171M 0.03%
6,233,740
-434,772
457
$171M 0.03%
3,863,014
+46,667
458
$171M 0.03%
5,349,800
+88,089
459
$170M 0.03%
1,406,194
-39,081
460
$170M 0.03%
1,569,726
+32,144
461
$170M 0.03%
4,681,714
-2,023,087
462
$170M 0.03%
1,615,907
+38,739
463
$169M 0.03%
2,037,392
-295,210
464
$169M 0.03%
3,181,966
+543,880
465
$169M 0.03%
2,277,042
+73,868
466
$169M 0.03%
2,888,856
+142,445
467
$167M 0.03%
1,517,673
-132,047
468
$166M 0.03%
6,817,904
-1,832,865
469
$166M 0.03%
7,626,928
+383,395
470
$165M 0.03%
2,842,592
+32,212
471
$165M 0.03%
3,493,773
+3,992
472
$164M 0.03%
3,211,239
-77,551
473
$164M 0.03%
6,591,732
+110,120
474
$163M 0.03%
1,117,099
-22,205
475
$163M 0.03%
9,423,384
+1,357,714