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
1051
$42.6M 0.01%
2,144,160
+365,140
1052
$42.5M 0.01%
729,619
+32,794
1053
$42.4M 0.01%
1,555,607
-271,070
1054
$42.4M 0.01%
509,604
+16,022
1055
$42.2M 0.01%
838,583
-9,166
1056
$42.2M 0.01%
754,447
-1,284,253
1057
$42.2M 0.01%
265,150
-17,428
1058
$42.2M 0.01%
568,161
+42,485
1059
$42.1M 0.01%
622,498
-27,089
1060
$42.1M 0.01%
318,467
+216,622
1061
$42.1M 0.01%
980,828
+393,333
1062
$42M 0.01%
872,686
+55,265
1063
$41.9M 0.01%
1,466,925
-130,988
1064
$41.9M 0.01%
397,025
+11,560
1065
$41.9M 0.01%
1,315,189
+171,971
1066
$41.9M 0.01%
891,611
-24,584
1067
$41.9M 0.01%
519,693
+20,469
1068
$41.8M 0.01%
865,907
-230,584
1069
$41.8M 0.01%
1,666,213
+398,301
1070
$41.8M 0.01%
1,068,410
+21,614
1071
$41.8M 0.01%
2,730,430
+13,125
1072
$41.7M 0.01%
1,076,094
+291,830
1073
$41.7M 0.01%
1,943,096
-552,022
1074
$41.6M 0.01%
1,180,167
-57,477
1075
$41.4M 0.01%
793,544
+22,755