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
1276
$30.3M 0.01%
916,302
+803,559
1277
$30.2M 0.01%
102,926
-8,021
1278
$30.2M 0.01%
797,301
+178,101
1279
$30.2M 0.01%
345,156
-73,008
1280
$30.2M 0.01%
1,099,198
-177,824
1281
$30.2M 0.01%
286,946
+7,863
1282
$30.2M 0.01%
+1,201,217
1283
$30.1M 0.01%
262,631
-248,224
1284
$30.1M 0.01%
178,532
+5,362
1285
$30.1M 0.01%
1,395,030
+65,976
1286
$30M 0.01%
644,648
+4,744
1287
$29.9M ﹤0.01%
1,389,325
-577,737
1288
$29.8M ﹤0.01%
674,138
-46,645
1289
$29.8M ﹤0.01%
326,938
-35,569
1290
$29.7M ﹤0.01%
189,764
+102,475
1291
$29.7M ﹤0.01%
504,847
+77,665
1292
$29.6M ﹤0.01%
1,237,091
-12,992
1293
$29.6M ﹤0.01%
602,133
+212,787
1294
$29.6M ﹤0.01%
5,256,362
+132,645
1295
$29.6M ﹤0.01%
405,647
-23,974
1296
$29.6M ﹤0.01%
215,071
-377,680
1297
$29.6M ﹤0.01%
986,626
+378,779
1298
$29.5M ﹤0.01%
693,309
+238,769
1299
$29.5M ﹤0.01%
308,766
+99,100
1300
$29.5M ﹤0.01%
716,822
+16,992