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
4726
$157K ﹤0.01%
4,924
-1,801
4727
$157K ﹤0.01%
13,845
-5,403
4728
$157K ﹤0.01%
39,777
-1,490
4729
$156K ﹤0.01%
11,966
+1,760
4730
$156K ﹤0.01%
42,115
-35,210
4731
$156K ﹤0.01%
22,151
+1,029
4732
$156K ﹤0.01%
19,208
+9,555
4733
$155K ﹤0.01%
8,679
-4,119
4734
$155K ﹤0.01%
4,016
+780
4735
$155K ﹤0.01%
31,896
+10,281
4736
$155K ﹤0.01%
2,656
-710
4737
$154K ﹤0.01%
73,489
+2
4738
$153K ﹤0.01%
11,878
4739
$153K ﹤0.01%
2,467
+398
4740
$153K ﹤0.01%
+7,500
4741
$153K ﹤0.01%
21,432
4742
$153K ﹤0.01%
3,400
+430
4743
$153K ﹤0.01%
9,336
-108,587
4744
0
4745
$152K ﹤0.01%
4,373
+467
4746
$152K ﹤0.01%
3,726
-5,834
4747
$152K ﹤0.01%
6,988
-412
4748
$152K ﹤0.01%
3,707
-139
4749
$151K ﹤0.01%
2,717
+24
4750
$151K ﹤0.01%
10,092
+1,336