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
4951
$100K ﹤0.01%
2,530
+2,479
4952
$100K ﹤0.01%
16,002
+6,559
4953
$100K ﹤0.01%
2,040
-200
4954
$100K ﹤0.01%
6,749
+1,957
4955
$100K ﹤0.01%
2,417
+331
4956
$99K ﹤0.01%
12,011
+4,877
4957
$99K ﹤0.01%
2,500
-412
4958
$99K ﹤0.01%
88,364
+48,464
4959
$99K ﹤0.01%
18,464
+13,254
4960
$99K ﹤0.01%
12,012
-16,704
4961
$98K ﹤0.01%
1,943
+1,716
4962
$98K ﹤0.01%
2,640
-1,744
4963
$98K ﹤0.01%
8,855
+1,809
4964
$98K ﹤0.01%
+3,348
4965
$98K ﹤0.01%
2,016
+984
4966
$98K ﹤0.01%
23,078
-11,435
4967
$98K ﹤0.01%
7,495
-9,405
4968
$97K ﹤0.01%
8,596
-181
4969
$96K ﹤0.01%
3,742
-565
4970
$96K ﹤0.01%
13,757
+4,257
4971
$95K ﹤0.01%
3,650
-1,454
4972
$95K ﹤0.01%
4,570
+970
4973
$95K ﹤0.01%
1,055
+863
4974
$95K ﹤0.01%
+20,503
4975
$94K ﹤0.01%
10,984
+3,518