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
4776
$143K ﹤0.01%
1,489
-18
4777
$142K ﹤0.01%
7,722
+586
4778
$142K ﹤0.01%
12,449
+6,199
4779
$142K ﹤0.01%
50,290
+16,809
4780
$142K ﹤0.01%
4,576
-417
4781
$142K ﹤0.01%
25,441
+945
4782
$142K ﹤0.01%
5,590
+746
4783
$142K ﹤0.01%
10,341
-42,658
4784
$141K ﹤0.01%
7,842
-200
4785
$141K ﹤0.01%
2,691
+2,366
4786
$141K ﹤0.01%
10,808
-2,783
4787
$140K ﹤0.01%
6,420
+3,170
4788
$140K ﹤0.01%
11,110
-4,865
4789
$139K ﹤0.01%
5,995
+2,722
4790
$139K ﹤0.01%
29,777
-353,418
4791
$139K ﹤0.01%
2,985
-164
4792
$139K ﹤0.01%
4,121
+2,365
4793
$139K ﹤0.01%
8,941
-1,637
4794
$138K ﹤0.01%
2,636
+371
4795
$138K ﹤0.01%
68,296
-38,217
4796
$138K ﹤0.01%
11,049
-1,438
4797
$138K ﹤0.01%
8,808
+7,108
4798
$137K ﹤0.01%
6,983
-690
4799
$137K ﹤0.01%
+33,444
4800
$137K ﹤0.01%
2,345
-2,570