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
5326
$47K ﹤0.01%
1,469
+889
5327
$47K ﹤0.01%
1,649
+449
5328
$46K ﹤0.01%
3,906
-1,965
5329
$46K ﹤0.01%
6,784
-8,438
5330
$46K ﹤0.01%
2,904
+995
5331
$46K ﹤0.01%
16,375
+10,398
5332
$46K ﹤0.01%
1,741
+1,272
5333
$46K ﹤0.01%
19,501
+1
5334
$46K ﹤0.01%
1,600
-2,502
5335
$46K ﹤0.01%
+3,620
5336
$46K ﹤0.01%
3,995
+2,744
5337
$46K ﹤0.01%
3,742
+3,542
5338
$46K ﹤0.01%
5,015
-3,339
5339
$46K ﹤0.01%
12,522
+10,278
5340
$46K ﹤0.01%
376
+146
5341
$45K ﹤0.01%
1
-1
5342
$45K ﹤0.01%
2,132
+1,658
5343
$45K ﹤0.01%
1,400
-5,774
5344
$45K ﹤0.01%
18,000
5345
$45K ﹤0.01%
6,167
-82
5346
$45K ﹤0.01%
625
+500
5347
$45K ﹤0.01%
980
5348
$45K ﹤0.01%
980
+546
5349
$45K ﹤0.01%
14,744
-1,337
5350
$45K ﹤0.01%
278