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
5076
$78K ﹤0.01%
13,788
-2,028
5077
$78K ﹤0.01%
2,270
+34
5078
$77K ﹤0.01%
10,085
+2,473
5079
$77K ﹤0.01%
1,160
+129
5080
$77K ﹤0.01%
1,651
-1,112
5081
$77K ﹤0.01%
8,390
-2,830
5082
$76K ﹤0.01%
863
+300
5083
$76K ﹤0.01%
10,155
-4,210
5084
$76K ﹤0.01%
3,014
+609
5085
$76K ﹤0.01%
1,382
+700
5086
$76K ﹤0.01%
2,485
-425
5087
$75K ﹤0.01%
2,842
+1,300
5088
$75K ﹤0.01%
5,058
+1,085
5089
$75K ﹤0.01%
8,396
+1,373
5090
$75K ﹤0.01%
981
+54
5091
$74K ﹤0.01%
+3,612
5092
$74K ﹤0.01%
8,556
+2,361
5093
$74K ﹤0.01%
1,521
5094
$74K ﹤0.01%
3,962
-960
5095
$74K ﹤0.01%
4,568
+310
5096
$74K ﹤0.01%
+109
5097
$74K ﹤0.01%
7,591
-403
5098
$74K ﹤0.01%
2,137
+812
5099
$73K ﹤0.01%
9,647
+8,360
5100
$73K ﹤0.01%
1,759
-257