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
5001
$91K ﹤0.01%
3,731
+542
5002
$90K ﹤0.01%
2,345
5003
$90K ﹤0.01%
+4,100
5004
$90K ﹤0.01%
6,755
+1,669
5005
$90K ﹤0.01%
3,485
+1,334
5006
$90K ﹤0.01%
1,095
+366
5007
$89K ﹤0.01%
5,570
+2,190
5008
$89K ﹤0.01%
17,911
-3,576
5009
$89K ﹤0.01%
9,990
+4,253
5010
$89K ﹤0.01%
8,221
+1,840
5011
$89K ﹤0.01%
1,219
-379
5012
$89K ﹤0.01%
22,964
+20,107
5013
$89K ﹤0.01%
12,506
-692
5014
$88K ﹤0.01%
7,044
+453
5015
$88K ﹤0.01%
5,017
-5,916
5016
$88K ﹤0.01%
2,247
-762
5017
$88K ﹤0.01%
3,292
+886
5018
$88K ﹤0.01%
5,752
-618
5019
$88K ﹤0.01%
1,393
-1,096
5020
$87K ﹤0.01%
6,353
+2,190
5021
$87K ﹤0.01%
48,342
-15,332
5022
$87K ﹤0.01%
12,657
-12,166
5023
$87K ﹤0.01%
14,712
-477,560
5024
$87K ﹤0.01%
21,475
+5,175
5025
$87K ﹤0.01%
3,149
-2,449