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
1026
$44.6M 0.01%
857,411
+152,267
1027
$44.4M 0.01%
1,498,079
+24,685
1028
$44.4M 0.01%
642,775
-41,978
1029
$44.4M 0.01%
1,014,530
+161,426
1030
$44.3M 0.01%
849,871
+58,738
1031
$44.1M 0.01%
3,214,048
+265,238
1032
$44M 0.01%
429,393
+49,012
1033
$43.9M 0.01%
607,674
+34,248
1034
$43.9M 0.01%
423,563
-65,816
1035
$43.9M 0.01%
2,774,411
+649,841
1036
$43.8M 0.01%
506,248
-133,225
1037
$43.6M 0.01%
928,497
+92,884
1038
$43.6M 0.01%
601,440
-243,643
1039
$43.6M 0.01%
5,172,512
+2,666,904
1040
$43.6M 0.01%
956,530
+11,338
1041
$43.4M 0.01%
1,466,591
+220,287
1042
$43.3M 0.01%
1,183,050
+25,325
1043
$43.2M 0.01%
562,002
+3,303
1044
$43.1M 0.01%
1,027,123
+29,083
1045
$43.1M 0.01%
3,566,526
-216,562
1046
$43M 0.01%
487,717
-37,670
1047
$43M 0.01%
525,813
-3,476,416
1048
$42.9M 0.01%
1,501,295
-238,537
1049
$42.8M 0.01%
1,704,061
+263,238
1050
$42.7M 0.01%
338,196
-81,378