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
876
$58.7M 0.01%
1,693,053
+412,648
877
$58.6M 0.01%
1,092,818
-31,721
878
$58.5M 0.01%
1,269,936
-715,136
879
$58.5M 0.01%
+1,401,069
880
$58.4M 0.01%
11,419,863
+1,042,966
881
$58.3M 0.01%
1,552,872
-285,362
882
$58.3M 0.01%
2,069,502
+228,918
883
$58.1M 0.01%
1,826,886
+111,478
884
$58M 0.01%
1,149,050
+40,708
885
$57.7M 0.01%
335,121
+121,590
886
$57.4M 0.01%
1,634,057
+256,848
887
$57.1M 0.01%
1,014,353
+17,326
888
$57M 0.01%
2,156,942
-294,327
889
$56.9M 0.01%
2,489,802
-435,174
890
$56.6M 0.01%
1,573,125
+71,342
891
$56.6M 0.01%
8,082,275
+388,100
892
$56.6M 0.01%
908,474
-201,813
893
$56.2M 0.01%
13,081,522
-8,154,800
894
$55.5M 0.01%
2,504,080
+1,486,363
895
$55.5M 0.01%
1,166,965
-102,914
896
$55.5M 0.01%
1,448,517
-99,507
897
$55.5M 0.01%
2,322,372
+1,446,951
898
$55.4M 0.01%
554,957
-56,642
899
$55.3M 0.01%
1,121,465
+115,087
900
$55.2M 0.01%
1,358,541
-180,587