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
1201
$33.9M 0.01%
416,780
-6,206
1202
$33.8M 0.01%
280,808
-17,480
1203
$33.7M 0.01%
1,819,613
-155,676
1204
$33.6M 0.01%
943,102
-152,306
1205
$33.6M 0.01%
58,461
-938
1206
$33.6M 0.01%
649,099
+66,172
1207
$33.5M 0.01%
1,440,655
+281,255
1208
$33.5M 0.01%
281,802
-133,368
1209
$33.4M 0.01%
357,731
+25,016
1210
$33.3M 0.01%
2,605,571
-137,444
1211
$33.3M 0.01%
1,267,626
-759,915
1212
$33.3M 0.01%
920,746
+102,933
1213
$33.3M 0.01%
508,175
+13,203
1214
$33.3M 0.01%
2,532,571
-986,803
1215
$33.2M 0.01%
1,233,148
+23,195
1216
$33.2M 0.01%
1,955,158
+43,826
1217
$33.2M 0.01%
2,633,036
+1,020,246
1218
$33.2M 0.01%
954,479
-198,821
1219
$33.2M 0.01%
1,016,945
+12,985
1220
$33M 0.01%
888,852
-49,140
1221
$33M 0.01%
785,477
-35,064
1222
$33M 0.01%
729,045
-38,040
1223
$32.9M 0.01%
169,534
+1,856
1224
$32.8M 0.01%
353,559
+86,945
1225
$32.7M 0.01%
630,057
-653,829