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
626
$101M 0.02%
4,320,590
-575,119
627
$101M 0.02%
191,710
+139,036
628
$100M 0.02%
1,585,823
+273,427
629
$99.6M 0.02%
2,375,481
+1,650
630
$99.6M 0.02%
1,830,870
+20,130
631
$99M 0.02%
369,092
+36,751
632
$98.9M 0.02%
2,289,906
-32,292
633
$98.6M 0.02%
5,916,094
+330,125
634
$98.4M 0.02%
4,045,923
-193,244
635
$98.3M 0.02%
+7,853,940
636
$98.1M 0.02%
700,661
+57,329
637
$98M 0.02%
2,617,685
-385,028
638
$97.8M 0.02%
4,731,566
+736,123
639
$97.4M 0.02%
876,710
+166,651
640
$96.8M 0.02%
981,869
+180,710
641
$96.7M 0.02%
2,028,051
-21,202
642
$96.5M 0.02%
334,269
-7,432
643
$96.2M 0.02%
724,086
+4,135
644
$95.8M 0.02%
277,619
+13,212
645
$94.8M 0.02%
1,892,531
+577,368
646
$94.4M 0.02%
1,448,128
+83,674
647
$94.3M 0.02%
1,624,332
-54,936
648
$94.3M 0.02%
4,344,207
-485,766
649
$94.3M 0.02%
1,315,292
-144,306
650
$94.2M 0.02%
1,788,452
-76,764