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
4826
$131K ﹤0.01%
32,279
+2,736
4827
$131K ﹤0.01%
9,802
-5,265
4828
$131K ﹤0.01%
7,027
-6,019
4829
$130K ﹤0.01%
+7,886
4830
$130K ﹤0.01%
5,936
-492
4831
$130K ﹤0.01%
4,410
-5,770
4832
$130K ﹤0.01%
13,124
-43
4833
$129K ﹤0.01%
16,566
-8,924
4834
$129K ﹤0.01%
6,300
4835
$128K ﹤0.01%
27,225
4836
$128K ﹤0.01%
13,164
+584
4837
$127K ﹤0.01%
5,763
-15,675
4838
$127K ﹤0.01%
4,011
-204
4839
$127K ﹤0.01%
3,749
+515
4840
$127K ﹤0.01%
9,912
-2,600
4841
$126K ﹤0.01%
3,599
+1,144
4842
$125K ﹤0.01%
1,155
+612
4843
$125K ﹤0.01%
23,985
-3,333
4844
$125K ﹤0.01%
+4,974
4845
$125K ﹤0.01%
5,954
+2,798
4846
$124K ﹤0.01%
+333,428
4847
$124K ﹤0.01%
+4,300
4848
$124K ﹤0.01%
79,761
+3
4849
$124K ﹤0.01%
2,971
-29,375
4850
$124K ﹤0.01%
4,263
-1,945