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
1176
$34.9M 0.01%
230,555
+3,353
1177
$34.9M 0.01%
980,660
+47,910
1178
$34.9M 0.01%
934,032
+154,325
1179
$34.9M 0.01%
312,935
+39,976
1180
$34.8M 0.01%
1,535,195
-260,323
1181
$34.8M 0.01%
311,663
-79,360
1182
$34.8M 0.01%
865,785
-58,977
1183
$34.7M 0.01%
626,661
-12,849
1184
$34.7M 0.01%
371,366
-11,767
1185
$34.6M 0.01%
799,763
-121,791
1186
$34.6M 0.01%
545,987
-67,154
1187
$34.6M 0.01%
1,078,677
+92,781
1188
$34.6M 0.01%
504,993
-23,102
1189
$34.5M 0.01%
1,178,908
-78,039
1190
$34.5M 0.01%
888,485
-65,598
1191
$34.3M 0.01%
740,998
+47,941
1192
$34.2M 0.01%
345,393
+120,239
1193
$34.2M 0.01%
315,647
-18,446
1194
$34.2M 0.01%
266,544
-51,755
1195
$34.1M 0.01%
891,973
-24,050
1196
$34.1M 0.01%
348,224
+26,871
1197
$34.1M 0.01%
1,955,044
+410,028
1198
$34.1M 0.01%
761,651
-112,087
1199
$33.9M 0.01%
1,328,176
+933,562
1200
$33.9M 0.01%
488,772
+191