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
1126
$37.5M 0.01%
2,277,435
+52,123
1127
$37.4M 0.01%
378,859
+82,874
1128
$37.4M 0.01%
822,456
-14,654
1129
$37.4M 0.01%
896,746
+53,503
1130
$37.3M 0.01%
812,116
-28,122
1131
$37.2M 0.01%
608,202
+188,316
1132
$37M 0.01%
2,066,893
+1,172,740
1133
$37M 0.01%
984,337
+193,766
1134
$37M 0.01%
579,533
-42,556
1135
$36.9M 0.01%
1,785,248
+937,477
1136
$36.8M 0.01%
875,543
+174,212
1137
$36.7M 0.01%
1,043,422
+451,592
1138
$36.7M 0.01%
335,840
-10,174
1139
$36.7M 0.01%
854,778
-53,883
1140
$36.6M 0.01%
1,464,764
+146,520
1141
$36.5M 0.01%
986,505
+45,699
1142
$36.4M 0.01%
801,008
+68,410
1143
$36.4M 0.01%
1,228,445
+122,234
1144
$36.4M 0.01%
642,701
-29,822
1145
$36.3M 0.01%
979,130
+97,742
1146
$36.3M 0.01%
2,296,365
+285,420
1147
$36.3M 0.01%
63,599
+24,337
1148
$36.2M 0.01%
657,749
+14,591
1149
$36.2M 0.01%
685,287
+131,678
1150
$36.2M 0.01%
1,031,377
-79,803