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
1076
$41.3M 0.01%
482,596
+64,493
1077
$41.3M 0.01%
1,988,292
+951,449
1078
$41.2M 0.01%
699,792
+157,824
1079
$41.2M 0.01%
560,840
+279,885
1080
$40.9M 0.01%
862,319
-12,412
1081
$40.9M 0.01%
550,458
-6,558
1082
$40.8M 0.01%
452,153
+32,643
1083
$40.7M 0.01%
1,534,805
-114,734
1084
$40.6M 0.01%
3,384,646
+992,743
1085
$40.6M 0.01%
1,458,536
-141,802
1086
$40.4M 0.01%
1,754,141
+28,758
1087
$40.4M 0.01%
319,065
-15,586
1088
$40.3M 0.01%
1,415,079
+16,190
1089
$40.2M 0.01%
588,363
+43,882
1090
$40.2M 0.01%
311,726
-295
1091
$40M 0.01%
1,900,328
+294,495
1092
$40M 0.01%
1,301,361
+673,540
1093
$39.7M 0.01%
1,758,894
-67,292
1094
$39.7M 0.01%
1,120,046
+104,962
1095
$39.6M 0.01%
994,713
-28,313
1096
$39.6M 0.01%
776,417
-361,881
1097
$39.5M 0.01%
898,305
+297,460
1098
$39.5M 0.01%
1,163,827
-146,176
1099
$39.5M 0.01%
859,737
+129,243
1100
$39.4M 0.01%
382,652
-11,464