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
851
$61.4M 0.01%
2,080,094
-200,562
852
$61.4M 0.01%
1,838,389
+240,783
853
$61.3M 0.01%
978,858
+94,489
854
$60.9M 0.01%
487,958
+53,724
855
$60.8M 0.01%
2,168,471
-529,229
856
$60.7M 0.01%
1,443,531
-68,126
857
$60.7M 0.01%
1,238,576
+276,608
858
$60.6M 0.01%
540,052
-5,485
859
$60.5M 0.01%
483,799
+235,967
860
$60.4M 0.01%
4,502,217
+2,380,341
861
$60.2M 0.01%
1,609,496
+503,177
862
$60.1M 0.01%
669,239
+24,286
863
$59.8M 0.01%
1,777,371
+427,879
864
$59.8M 0.01%
1,741,511
-243,704
865
$59.6M 0.01%
609,914
-73,106
866
$59.4M 0.01%
1,121,678
-168,426
867
$59.3M 0.01%
990,126
+169,240
868
$59.3M 0.01%
1,678,027
+88,402
869
$59.3M 0.01%
578,518
+17,865
870
$59.1M 0.01%
959,125
-37,484
871
$59.1M 0.01%
2,505,577
+238,972
872
$58.9M 0.01%
842,907
+242,081
873
$58.9M 0.01%
1,080,019
+669,269
874
$58.8M 0.01%
3,463,682
+1,093,404
875
$58.7M 0.01%
1,528,981
+274,355