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
4751
$151K ﹤0.01%
7,750
+3,374
4752
$151K ﹤0.01%
3,830
+2,360
4753
$151K ﹤0.01%
5,976
-7,578
4754
$150K ﹤0.01%
11,571
-1,358
4755
$148K ﹤0.01%
635
-125
4756
$148K ﹤0.01%
10,988
-81
4757
$148K ﹤0.01%
9,049
+4,084
4758
$148K ﹤0.01%
1,666
+659
4759
$147K ﹤0.01%
17,007
4760
$146K ﹤0.01%
+6,596
4761
$146K ﹤0.01%
2,207
-43,513
4762
$145K ﹤0.01%
9,606
-10,279
4763
$145K ﹤0.01%
8,961
-2,868
4764
$145K ﹤0.01%
6,229
-3,034
4765
$145K ﹤0.01%
3,622
-1,056
4766
$144K ﹤0.01%
11,484
+823
4767
$144K ﹤0.01%
21,581
-1,785
4768
$144K ﹤0.01%
4,848
-420
4769
$144K ﹤0.01%
8,662
-51,880
4770
$144K ﹤0.01%
5,437
+2,265
4771
$144K ﹤0.01%
5,200
4772
$144K ﹤0.01%
13,310
+956
4773
$143K ﹤0.01%
7,883
+2,655
4774
$143K ﹤0.01%
651
-182
4775
$143K ﹤0.01%
21,217
+20,319