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
5576
$24K ﹤0.01%
1,620
+19
5577
$24K ﹤0.01%
1,863
+1,454
5578
$24K ﹤0.01%
1,752
-1,349
5579
$24K ﹤0.01%
608
-1,037
5580
$24K ﹤0.01%
30,000
5581
$24K ﹤0.01%
+1,322
5582
$24K ﹤0.01%
9,792
-42,162
5583
$24K ﹤0.01%
3,506
-10
5584
$24K ﹤0.01%
212
-2,125
5585
$24K ﹤0.01%
+300
5586
$24K ﹤0.01%
2,866
-180
5587
$24K ﹤0.01%
+796
5588
$24K ﹤0.01%
363
+161
5589
$23K ﹤0.01%
7,224
-1,042
5590
$23K ﹤0.01%
2,021
-11,810
5591
$23K ﹤0.01%
4,498
+4,084
5592
$23K ﹤0.01%
3,126
+1,314
5593
$23K ﹤0.01%
1,795
+791
5594
$23K ﹤0.01%
2,989
+2,070
5595
$23K ﹤0.01%
10,072
+4,025
5596
$23K ﹤0.01%
1,058
+468
5597
$23K ﹤0.01%
9,187
+3,200
5598
$23K ﹤0.01%
4,453
-32
5599
$23K ﹤0.01%
910
-7,316
5600
$23K ﹤0.01%
3,200