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
1001
$46.4M 0.01%
532,087
+38,924
1002
$46.2M 0.01%
1,605,980
-4,884
1003
$46M 0.01%
2,385,980
-149,530
1004
$46M 0.01%
1,330,915
-18,166
1005
$45.8M 0.01%
930,965
+47,153
1006
$45.7M 0.01%
469,988
+363,057
1007
$45.7M 0.01%
334,920
-27,864
1008
$45.5M 0.01%
2,122,268
+457,161
1009
$45.5M 0.01%
2,272,907
-25,107
1010
$45.5M 0.01%
3,136,034
+568,202
1011
$45.5M 0.01%
2,751,666
+620,984
1012
$45.5M 0.01%
2,234,382
+39,661
1013
$45.3M 0.01%
3,023,318
+138,271
1014
$45.3M 0.01%
1,637,804
+135,002
1015
$45.3M 0.01%
262,433
+34,345
1016
$45.1M 0.01%
43,813
-5,469
1017
$45.1M 0.01%
226,638
-29,943
1018
$45M 0.01%
1,258,239
-12,698
1019
$45M 0.01%
+1,500,418
1020
$44.9M 0.01%
615,470
+239,633
1021
$44.8M 0.01%
1,808,809
+419,381
1022
$44.8M 0.01%
13,623,733
-2,788,099
1023
$44.8M 0.01%
473,505
+70,966
1024
$44.7M 0.01%
354,112
-56,165
1025
$44.7M 0.01%
2,653,011
+126,419