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
1101
$39.4M 0.01%
980,983
+230,842
1102
$39.3M 0.01%
122,273
+44,479
1103
$39.2M 0.01%
1,900,405
+424,872
1104
$39.2M 0.01%
1,028,557
-63,097
1105
$39M 0.01%
372,454
-10,445
1106
$39M 0.01%
1,143,523
+4,732
1107
$39M 0.01%
1,630,412
+43,194
1108
$38.9M 0.01%
2,179,272
-118,169
1109
$38.7M 0.01%
368,682
-55,045
1110
$38.7M 0.01%
1,266,867
-98,937
1111
$38.6M 0.01%
904,965
+47,510
1112
$38.5M 0.01%
1,065,413
-383,745
1113
$38.5M 0.01%
585,062
-23,889
1114
$38.4M 0.01%
1,612,707
-36,982
1115
$38.4M 0.01%
587,741
+99,773
1116
$38.3M 0.01%
2,315,613
+617,595
1117
$38.3M 0.01%
641,331
-840
1118
$38.3M 0.01%
731,662
+23,689
1119
$38.2M 0.01%
1,569,262
+38,563
1120
$38.2M 0.01%
307,212
+25,689
1121
$37.9M 0.01%
867,947
+69,471
1122
$37.5M 0.01%
1,031,464
+10,138
1123
$37.5M 0.01%
563,156
+310,195
1124
$37.5M 0.01%
681,513
+8,494
1125
$37.5M 0.01%
820,336
-128,023