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
6301
-4,068
6302
-1,590
6303
-82,606
6304
-5,575
6305
-16,722
6306
-45,501
6307
-166,308
6308
-5,173
6309
-360,315
6310
-1,995
6311
-511,399
6312
-187,551
6313
-12,127
6314
-4,879
6315
-2,665
6316
-20,308
6317
-3,941
6318
-20,513
6319
-38,469
6320
-2,262
6321
-1,096,643
6322
-1,844
6323
-2,964
6324
-6,879
6325
-1,071