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
1151
$36.1M 0.01%
580,810
-9,180
1152
$36.1M 0.01%
2,197,824
-57,801
1153
$35.9M 0.01%
655,963
+152,591
1154
$35.8M 0.01%
650,147
+39,507
1155
$35.7M 0.01%
1,120,152
-5,086
1156
$35.6M 0.01%
1,020,280
-3,520
1157
$35.6M 0.01%
386,245
-66,685
1158
$35.6M 0.01%
354,371
+172,160
1159
$35.6M 0.01%
1,128,726
+99,874
1160
$35.5M 0.01%
6,175,291
-340,080
1161
$35.4M 0.01%
2,756,405
+135,493
1162
$35.4M 0.01%
790,564
+87,172
1163
$35.4M 0.01%
386,706
-63,837
1164
$35.4M 0.01%
1,863,535
-220,488
1165
$35.3M 0.01%
666,903
+289,998
1166
$35.3M 0.01%
501,999
+13,938
1167
$35.3M 0.01%
1,002,811
+32,757
1168
$35.3M 0.01%
567,078
-21,460
1169
$35.2M 0.01%
478,340
+122,484
1170
$35.2M 0.01%
404,841
-39,432
1171
$35.1M 0.01%
474,595
+1,081
1172
$35M 0.01%
814,125
-308,843
1173
$35M 0.01%
338,726
+20,083
1174
$35M 0.01%
176,687
-13,053
1175
$35M 0.01%
336,890
+6,627