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
976
$48.1M 0.01%
614,961
+56,656
977
$48.1M 0.01%
1,161,406
+9,040
978
$48M 0.01%
1,975,651
+74,540
979
$48M 0.01%
636,989
+53,462
980
$47.9M 0.01%
1,378,945
+22,691
981
$47.9M 0.01%
1,073,757
-96,004
982
$47.9M 0.01%
1,911,630
+246,480
983
$47.9M 0.01%
1,252,629
+168,081
984
$47.9M 0.01%
16,110
+260
985
$47.8M 0.01%
+951,398
986
$47.8M 0.01%
1,128,684
+145,470
987
$47.7M 0.01%
733,328
-28,259
988
$47.6M 0.01%
2,231,275
-552,734
989
$47.6M 0.01%
1,696,441
-78,289
990
$47.4M 0.01%
1,528,510
-422,461
991
$47.1M 0.01%
498,031
+29,767
992
$47.1M 0.01%
470,596
+302,521
993
$47M 0.01%
374,058
-78,024
994
$46.8M 0.01%
1,055,437
+66,384
995
$46.7M 0.01%
1,307,577
+23,299
996
$46.7M 0.01%
552,716
-25,532
997
$46.6M 0.01%
1,344,703
+789,296
998
$46.6M 0.01%
403,964
+43,472
999
$46.4M 0.01%
804,752
+91,037
1000
$46.4M 0.01%
792,317
-176,119