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
676
$88.6M 0.01%
4,704,017
-144,456
677
$88.3M 0.01%
1,413,130
+1,102,149
678
$88.3M 0.01%
4,971,736
-26,064
679
$87.7M 0.01%
753,500
+100,949
680
$87.3M 0.01%
26,222,257
-3,260,254
681
$87.1M 0.01%
1,345,658
+226,626
682
$87M 0.01%
1,541,462
-18,291
683
$86.6M 0.01%
2,575,577
+150,702
684
$86.3M 0.01%
3,124,256
-151,185
685
$85.7M 0.01%
3,647,348
+2,142,585
686
$85.7M 0.01%
744,409
-111,079
687
$85.6M 0.01%
1,509,128
-20,487
688
$85.6M 0.01%
1,762,299
+1,666,680
689
$85.5M 0.01%
1,470,223
+22,716
690
$85M 0.01%
2,254,683
+441,278
691
$85M 0.01%
968,000
+891,469
692
$84.9M 0.01%
2,745,087
-134,446
693
$84.9M 0.01%
1,699,412
-260,114
694
$84.5M 0.01%
1,739,535
+251,050
695
$84.4M 0.01%
3,557,662
+360,625
696
$83.9M 0.01%
1,882,473
+420,268
697
$83.3M 0.01%
1,928,491
-9,381,703
698
$83.1M 0.01%
5,742,113
+396,766
699
$82.9M 0.01%
4,488,612
+4,460,376
700
$82.8M 0.01%
975,592
-19,061