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
1226
$32.6M 0.01%
324,519
+119,222
1227
$32.6M 0.01%
1,554,654
+152,483
1228
$32.6M 0.01%
1,958,223
-212,326
1229
$32.5M 0.01%
1,591,817
-539,568
1230
$32.5M 0.01%
759,953
-184,303
1231
$32.5M 0.01%
1,942,258
+39,527
1232
$32.5M 0.01%
1,558,703
+17,873
1233
$32.4M 0.01%
2,876,649
-1,070
1234
$32.4M 0.01%
1,609,633
+366,800
1235
$32.3M 0.01%
1,054,301
-7,481
1236
$32.3M 0.01%
435,235
+9,556
1237
$32.2M 0.01%
2,681,083
+26,035
1238
$32M 0.01%
541,412
+15,662
1239
$32M 0.01%
1,002,653
+25,641
1240
$31.9M 0.01%
642,379
-231,629
1241
$31.6M 0.01%
423,337
-15,309
1242
$31.6M 0.01%
1,004,643
+294,995
1243
$31.5M 0.01%
609,623
-22,597
1244
$31.5M 0.01%
852,668
-121,388
1245
$31.5M 0.01%
522,602
-303,020
1246
$31.5M 0.01%
1,364,642
+355,880
1247
$31.5M 0.01%
733,763
+32,582
1248
$31.4M 0.01%
1,038,510
-175,849
1249
$31.4M 0.01%
974,296
-219,335
1250
$31.3M 0.01%
851,730
+320