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
5101
$73K ﹤0.01%
2,981
-23,889
5102
$73K ﹤0.01%
3,373
+2,043
5103
$73K ﹤0.01%
17,582
5104
$73K ﹤0.01%
2,868
-95,147
5105
$73K ﹤0.01%
4,261
-453
5106
$72K ﹤0.01%
1,381
+665
5107
$72K ﹤0.01%
1,605
-392
5108
$72K ﹤0.01%
7,361
+6,071
5109
$72K ﹤0.01%
6,686
+4,186
5110
$72K ﹤0.01%
38,271
-24,139
5111
$72K ﹤0.01%
21,390
-91,590
5112
$72K ﹤0.01%
13,953
+7,341
5113
$72K ﹤0.01%
4,538
+2,487
5114
$71K ﹤0.01%
27,199
+23,823
5115
$71K ﹤0.01%
5,813
+306
5116
$71K ﹤0.01%
5,024
+2,093
5117
$71K ﹤0.01%
6,817
-808
5118
$71K ﹤0.01%
1,641
+964
5119
$71K ﹤0.01%
+1,133
5120
$71K ﹤0.01%
3,634
+137
5121
$71K ﹤0.01%
6,908
-9,709
5122
$71K ﹤0.01%
1,232
-208
5123
$70K ﹤0.01%
8,591
+4,503
5124
$70K ﹤0.01%
2,656
-175
5125
$70K ﹤0.01%
3,386
-5,090