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
6251
$0 ﹤0.01%
4
-662
6252
$0 ﹤0.01%
+2
6253
$0 ﹤0.01%
23,500
6254
-412
6255
$0 ﹤0.01%
+9
6256
$0 ﹤0.01%
50
6257
-64
6258
$0 ﹤0.01%
404
6259
-3,000
6260
$0 ﹤0.01%
410
-800
6261
$0 ﹤0.01%
460
-864
6262
$0 ﹤0.01%
+30
6263
$0 ﹤0.01%
+3
6264
$0 ﹤0.01%
419
-6
6265
$0 ﹤0.01%
135
-440
6266
$0 ﹤0.01%
500
6267
$0 ﹤0.01%
15
6268
-23,514
6269
-255
6270
$0 ﹤0.01%
680
6271
-1,099
6272
-2,860
6273
-7,573
6274
-1,047
6275
-107,356