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
4801
$137K ﹤0.01%
6,100
-666
4802
$136K ﹤0.01%
5,724
-4,014
4803
$136K ﹤0.01%
4,851
-1,559
4804
$136K ﹤0.01%
5,830
+2,716
4805
$136K ﹤0.01%
67,544
+20,182
4806
$136K ﹤0.01%
4,833
-3,054
4807
$136K ﹤0.01%
762
-433
4808
$136K ﹤0.01%
8,554
-373
4809
$136K ﹤0.01%
2,200
4810
$135K ﹤0.01%
2,695
+261
4811
$135K ﹤0.01%
57,569
+29,095
4812
$135K ﹤0.01%
6,500
-50,212
4813
$135K ﹤0.01%
419
+353
4814
$135K ﹤0.01%
20,537
+437
4815
$134K ﹤0.01%
11,934
-20,790
4816
$134K ﹤0.01%
8,735
-5,425
4817
$133K ﹤0.01%
12,294
+8,855
4818
$133K ﹤0.01%
22,404
+5,179
4819
$133K ﹤0.01%
9,721
4820
$132K ﹤0.01%
4,390
+116
4821
$132K ﹤0.01%
6,655
-514
4822
$132K ﹤0.01%
322,453
4823
$132K ﹤0.01%
8,834
-14,355
4824
$132K ﹤0.01%
+8,235
4825
$131K ﹤0.01%
2,115
+61