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
701
$82.5M 0.01%
3,665,410
-9,209,525
702
$82.5M 0.01%
785,657
+92,910
703
$82.4M 0.01%
4,360,533
-559,795
704
$82M 0.01%
826,209
-28,935
705
$81.8M 0.01%
1,734,414
+519,007
706
$81.5M 0.01%
5,764,700
+67,620
707
$81.5M 0.01%
1,428,847
-247,082
708
$81.1M 0.01%
1,735,468
+814,037
709
$80.9M 0.01%
3,902,493
+1,929,598
710
$80.9M 0.01%
2,690,983
-379,154
711
$80.5M 0.01%
2,412,217
-834,175
712
$80.2M 0.01%
1,058,733
+418,575
713
$80.1M 0.01%
2,666,620
+360,647
714
$80M 0.01%
2,391,510
+122,124
715
$79.8M 0.01%
589,931
+29,313
716
$79.6M 0.01%
1,255,463
+614,241
717
$79.4M 0.01%
1,571,940
+20,570
718
$79.4M 0.01%
2,403,765
+1,239,397
719
$79.4M 0.01%
355,437
-37,358
720
$79.4M 0.01%
930,909
-52,928
721
$79.3M 0.01%
2,006,274
+140,184
722
$79.3M 0.01%
2,904,355
+2,086,496
723
$79.3M 0.01%
1,172,649
-567,211
724
$79.1M 0.01%
72,917
-2,419
725
$78.9M 0.01%
1,146,479
-159,065