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
5426
$37K ﹤0.01%
951
+450
5427
$37K ﹤0.01%
1,523
-77
5428
$37K ﹤0.01%
5,750
+354
5429
$37K ﹤0.01%
1,612
-1,640
5430
$37K ﹤0.01%
+2,498
5431
$37K ﹤0.01%
1,489
-4,234
5432
$37K ﹤0.01%
10,004
-127
5433
$37K ﹤0.01%
1,852
-1,501
5434
$37K ﹤0.01%
17,452
5435
$37K ﹤0.01%
1,402
+1
5436
$36K ﹤0.01%
2,806
-182
5437
$36K ﹤0.01%
2,836
-650
5438
$36K ﹤0.01%
1,506
-9,101
5439
$36K ﹤0.01%
3,709
-29,528
5440
$36K ﹤0.01%
+1,048
5441
$36K ﹤0.01%
11,050
-2,660
5442
$36K ﹤0.01%
4,632
+3,625
5443
$35K ﹤0.01%
1,101
+524
5444
$35K ﹤0.01%
1,000
5445
$35K ﹤0.01%
2,500
-5,241
5446
$35K ﹤0.01%
3,136
+2,096
5447
$35K ﹤0.01%
1,026
+460
5448
$35K ﹤0.01%
3,192
+1,965
5449
$35K ﹤0.01%
13,510
5450
$35K ﹤0.01%
14,621
+2,419