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
751
$74.6M 0.01%
829,914
-75,622
752
$74.5M 0.01%
2,596,396
+97,215
753
$74.5M 0.01%
1,467,574
+144,539
754
$74.3M 0.01%
2,529,618
-254,501
755
$74M 0.01%
1,419,311
+262,091
756
$73.9M 0.01%
4,801,687
+2,553,541
757
$73.7M 0.01%
1,257,374
+36,147
758
$73.7M 0.01%
1,429,181
-192,432
759
$73.4M 0.01%
662,236
-147,006
760
$72.9M 0.01%
1,070,779
+56,432
761
$72.4M 0.01%
1,543,384
+421,042
762
$72.3M 0.01%
935,118
-317,374
763
$72.2M 0.01%
1,107,253
+164,058
764
$72.1M 0.01%
2,622,295
-776,660
765
$72.1M 0.01%
700,699
-213,035
766
$71.9M 0.01%
262,192
+42,566
767
$71.8M 0.01%
1,941,943
-55,459
768
$71.8M 0.01%
2,731,749
+205,620
769
$71.8M 0.01%
662,987
+35,835
770
$71.6M 0.01%
992,408
+28,858
771
$71.6M 0.01%
1,071,895
+38,783
772
$71.6M 0.01%
1,206,822
+30,024
773
$71.3M 0.01%
593,114
-1,021
774
$71.2M 0.01%
1,131,370
-394,584
775
$71.2M 0.01%
991,166
+6,784