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
5451
$35K ﹤0.01%
6,132
+5,031
5452
$35K ﹤0.01%
3,500
+2,000
5453
$35K ﹤0.01%
+1,250
5454
$35K ﹤0.01%
6,964
5455
$35K ﹤0.01%
8,800
-5,868
5456
$34K ﹤0.01%
231
+9
5457
$34K ﹤0.01%
825
5458
$34K ﹤0.01%
13,000
5459
$34K ﹤0.01%
77
-104
5460
$34K ﹤0.01%
229
-6
5461
$34K ﹤0.01%
5,248
+4,216
5462
$34K ﹤0.01%
5,475
5463
$34K ﹤0.01%
2,503
+300
5464
$33K ﹤0.01%
2,954
+2,076
5465
$33K ﹤0.01%
2,104
-101
5466
$33K ﹤0.01%
512
+332
5467
$33K ﹤0.01%
3,250
+1,000
5468
$33K ﹤0.01%
6,170
+2,921
5469
$33K ﹤0.01%
1,459
-95
5470
$33K ﹤0.01%
+1,055
5471
$33K ﹤0.01%
5,775
+3,311
5472
$33K ﹤0.01%
+3,567
5473
$33K ﹤0.01%
7,300
5474
$33K ﹤0.01%
885
+380
5475
$33K ﹤0.01%
1,662
+197