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
5026
$87K ﹤0.01%
14,906
+8,202
5027
$86K ﹤0.01%
13,086
+11,019
5028
$86K ﹤0.01%
8,819
-5,052
5029
$86K ﹤0.01%
8,154
+115
5030
$86K ﹤0.01%
5,863
-1,040
5031
$85K ﹤0.01%
8,899
+6,068
5032
$85K ﹤0.01%
7,032
+3,176
5033
$85K ﹤0.01%
1,636
+248
5034
$84K ﹤0.01%
4,973
-524
5035
$84K ﹤0.01%
2,819
-99
5036
$84K ﹤0.01%
4,806
+3,736
5037
$84K ﹤0.01%
13,607
+5,354
5038
$84K ﹤0.01%
2,516
-11
5039
$84K ﹤0.01%
1,329
+1,143
5040
$84K ﹤0.01%
14,862
+856
5041
$84K ﹤0.01%
3,350
5042
$83K ﹤0.01%
9,609
-1,525
5043
$83K ﹤0.01%
9
-52
5044
$83K ﹤0.01%
6,222
+1,026
5045
$82K ﹤0.01%
2,580
+792
5046
$82K ﹤0.01%
2,120
-2,462
5047
$82K ﹤0.01%
9,040
+4,061
5048
$82K ﹤0.01%
4,256
+2,178
5049
$81K ﹤0.01%
8,396
+501
5050
$81K ﹤0.01%
2,020
+790