Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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
551
$129M 0.02%
3,023,869
+385,378
552
$128M 0.02%
3,113,380
+517,600
553
$128M 0.02%
190,203
+66,858
554
$127M 0.02%
7,060,880
-745,238
555
$127M 0.02%
1,272,491
-4,456
556
$127M 0.02%
906,531
-40,424
557
$127M 0.02%
2,561,966
+134,901
558
$127M 0.02%
2,950,222
-762,373
559
$127M 0.02%
4,448,690
-56,606
560
$126M 0.02%
1,186,541
+289,457
561
$124M 0.02%
2,612,857
+157,056
562
$124M 0.02%
3,904,567
-415,222
563
$124M 0.02%
3,874,075
+1,111,583
564
$124M 0.02%
1,368,729
+204,543
565
$124M 0.02%
2,024,472
-3,038
566
$122M 0.02%
926,005
+266,321
567
$122M 0.02%
1,132,220
-920
568
$122M 0.02%
4,104,327
-811,099
569
$121M 0.02%
1,184,086
+206,616
570
$121M 0.02%
2,793,058
-428,588
571
$121M 0.02%
703,683
+187,335
572
$121M 0.02%
1,905,959
-4,502
573
$120M 0.02%
4,390,488
+89,946
574
$120M 0.02%
727,440
+27,078
575
$120M 0.02%
1,696,012
+1,029,426