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
5176
$62K ﹤0.01%
+2,332
5177
$62K ﹤0.01%
1,804
+893
5178
$62K ﹤0.01%
970
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5179
$62K ﹤0.01%
1,585
-220
5180
$62K ﹤0.01%
+1,347
5181
$62K ﹤0.01%
215
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5182
$62K ﹤0.01%
3,016
-713
5183
$62K ﹤0.01%
2,631
-198
5184
$62K ﹤0.01%
+7,633
5185
$62K ﹤0.01%
865
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5186
$61K ﹤0.01%
+10,800
5187
$61K ﹤0.01%
6,998
+2,710
5188
$61K ﹤0.01%
5,257
5189
$61K ﹤0.01%
1,285
-1,515
5190
$61K ﹤0.01%
8,415
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5191
$61K ﹤0.01%
5,900
5192
$61K ﹤0.01%
1,773
-1,155
5193
$60K ﹤0.01%
7,981
-2,293
5194
$60K ﹤0.01%
3,542
+1,018
5195
$60K ﹤0.01%
2,870
+1,440
5196
$60K ﹤0.01%
4,986
+2,110
5197
$60K ﹤0.01%
5,994
+65
5198
$60K ﹤0.01%
6,340
+4,322
5199
$59K ﹤0.01%
2,064
-488
5200
$59K ﹤0.01%
1,374
+995