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
776
$71.1M 0.01%
3,096,495
+339,570
777
$71M 0.01%
12,560,703
-50,242
778
$70.9M 0.01%
4,406,736
-1,029,312
779
$70.6M 0.01%
1,803,555
-71,059
780
$70.5M 0.01%
2,194,344
-26,982
781
$70.5M 0.01%
1,856,573
+155,888
782
$70.5M 0.01%
1,001,800
+474,568
783
$70.5M 0.01%
3,034,147
+36,840
784
$70.3M 0.01%
1,776,783
-393,610
785
$70.3M 0.01%
3,299,013
-360,161
786
$70.2M 0.01%
1,732,749
+238,975
787
$70M 0.01%
2,698,293
+72,123
788
$69.9M 0.01%
1,832,032
-28,497
789
$69.8M 0.01%
662,055
-60,813
790
$69.6M 0.01%
783,467
+344,534
791
$69.5M 0.01%
977,018
-65,047
792
$69.4M 0.01%
682,360
+141,366
793
$69.1M 0.01%
899,149
+184,283
794
$69M 0.01%
362,468
-62,649
795
$68.5M 0.01%
6,442,739
-2,284,339
796
$68.4M 0.01%
2,746,376
-281,829
797
$68M 0.01%
614,260
+33,882
798
$67.7M 0.01%
1,780,587
-107,851
799
$67.5M 0.01%
5,207,031
+2,522,459
800
$67.5M 0.01%
1,132,476
-234,173