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
4851
$124K ﹤0.01%
10,979
-7,069
4852
$124K ﹤0.01%
839
-307
4853
$123K ﹤0.01%
9,799
+3,348
4854
$123K ﹤0.01%
2,463
-150
4855
$123K ﹤0.01%
9,454
-4,843
4856
$123K ﹤0.01%
6,858
+2,167
4857
$123K ﹤0.01%
7,281
-15,014
4858
$123K ﹤0.01%
+4,155
4859
$123K ﹤0.01%
6,381
-136
4860
$122K ﹤0.01%
+3,639
4861
$121K ﹤0.01%
15,083
+3,136
4862
$121K ﹤0.01%
12,118
+47
4863
$121K ﹤0.01%
19,279
+18,555
4864
$121K ﹤0.01%
+2,037
4865
$121K ﹤0.01%
11,630
-9,159
4866
$120K ﹤0.01%
14,173
+2,304
4867
$120K ﹤0.01%
2,994
+954
4868
$120K ﹤0.01%
10,206
+9,956
4869
$120K ﹤0.01%
+8,056
4870
$120K ﹤0.01%
8,144
+6,683
4871
$120K ﹤0.01%
+4,056
4872
$120K ﹤0.01%
11,863
+741
4873
$119K ﹤0.01%
7,872
-102,694
4874
$119K ﹤0.01%
1,720
-29
4875
$119K ﹤0.01%
4,064
+1,100