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
5251
$54K ﹤0.01%
855
+499
5252
$54K ﹤0.01%
1,328
-883
5253
$54K ﹤0.01%
4,039
+3,739
5254
$54K ﹤0.01%
53,863
+53,639
5255
$54K ﹤0.01%
8,336
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5256
$54K ﹤0.01%
1,548
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5257
$54K ﹤0.01%
1,632
-504
5258
$53K ﹤0.01%
4,417
5259
$53K ﹤0.01%
151
-71
5260
$53K ﹤0.01%
2,490
+1,791
5261
$53K ﹤0.01%
+1,057
5262
$53K ﹤0.01%
2,575
-339
5263
$53K ﹤0.01%
4,500
5264
$53K ﹤0.01%
4,250
-2,313
5265
$52K ﹤0.01%
2,198
-200
5266
$52K ﹤0.01%
6,709
+2,194
5267
$52K ﹤0.01%
2,251
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5268
$52K ﹤0.01%
7,282
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5269
$52K ﹤0.01%
2,789
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5270
$52K ﹤0.01%
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$52K ﹤0.01%
2,772
+1,337
5272
$52K ﹤0.01%
906
+163
5273
$52K ﹤0.01%
11,626
+10,153
5274
$52K ﹤0.01%
6,475
+6,254
5275
$52K ﹤0.01%
19,723
-1,974