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
576
$120M 0.02%
2,531,751
-188,317
577
$119M 0.02%
1,601,682
-605,371
578
$119M 0.02%
3,355,987
-549,066
579
$116M 0.02%
2,482,289
+145,850
580
$116M 0.02%
2,157,668
-5,818,256
581
$116M 0.02%
2,372,619
-187,029
582
$116M 0.02%
3,473,747
+1,424,227
583
$115M 0.02%
386,278
+160,708
584
$115M 0.02%
6,424,425
+38,361
585
$115M 0.02%
3,147,935
+283,700
586
$114M 0.02%
2,180,081
+110,017
587
$114M 0.02%
3,757,776
+396,804
588
$114M 0.02%
2,826,770
-102,932
589
$114M 0.02%
593,419
+13,516
590
$114M 0.02%
858,754
+28,162
591
$114M 0.02%
5,430,528
-2,429,389
592
$114M 0.02%
2,368,140
+98,838
593
$114M 0.02%
14,146,714
-4,170,673
594
$112M 0.02%
8,717,739
-2,471,900
595
$112M 0.02%
4,532,334
+3,200,652
596
$111M 0.02%
2,757,648
+827,459
597
$111M 0.02%
1,594,766
+846,790
598
$111M 0.02%
3,818,490
-1,601,172
599
$110M 0.02%
2,256,406
+866,355
600
$109M 0.02%
1,883,185
+853,076