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
5401
$40K ﹤0.01%
726
+12
5402
$40K ﹤0.01%
14,435
+3,250
5403
$39K ﹤0.01%
1,637
-541
5404
$39K ﹤0.01%
1,447
+672
5405
$39K ﹤0.01%
1,675
+2
5406
$39K ﹤0.01%
1,349
+1,207
5407
$39K ﹤0.01%
66
-64
5408
$39K ﹤0.01%
3,342
+2,800
5409
$38K ﹤0.01%
523
5410
$38K ﹤0.01%
1,177
-123
5411
$38K ﹤0.01%
+600
5412
$38K ﹤0.01%
579
+429
5413
$38K ﹤0.01%
369
+248
5414
$38K ﹤0.01%
7,413
+6,307
5415
$38K ﹤0.01%
2,391
-973
5416
$38K ﹤0.01%
3,752
-564
5417
$38K ﹤0.01%
4,417
-270
5418
$38K ﹤0.01%
3,860
-7,795
5419
$38K ﹤0.01%
1,034
+263
5420
$37K ﹤0.01%
2,965
-3,976
5421
$37K ﹤0.01%
3,052
+2,391
5422
$37K ﹤0.01%
+1,837
5423
$37K ﹤0.01%
1,064
-220
5424
$37K ﹤0.01%
2,184
+1,233
5425
$37K ﹤0.01%
+450