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
1326
$28.6M ﹤0.01%
484,337
-62,022
1327
$28.6M ﹤0.01%
2,071,719
+257,847
1328
$28.6M ﹤0.01%
1,587,586
-25,848
1329
$28.5M ﹤0.01%
493,043
-28,442
1330
$28.5M ﹤0.01%
930,595
+11,344
1331
$28.5M ﹤0.01%
422,466
+261,293
1332
$28.5M ﹤0.01%
434,843
+106,909
1333
$28.5M ﹤0.01%
1,664,164
+246,801
1334
$28.5M ﹤0.01%
408,269
+1,814
1335
$28.4M ﹤0.01%
841,036
-142,705
1336
$28.3M ﹤0.01%
1,055,748
-235,049
1337
$28.3M ﹤0.01%
1,025,343
-77,081
1338
$28.3M ﹤0.01%
354,276
+124,829
1339
$28.2M ﹤0.01%
875,527
+125,188
1340
$28.2M ﹤0.01%
559,110
-78,060
1341
$28.1M ﹤0.01%
651,408
+64,633
1342
$28.1M ﹤0.01%
222,616
+1,073
1343
$28M ﹤0.01%
2,915,444
+219,109
1344
$27.9M ﹤0.01%
357,473
-73,215
1345
$27.9M ﹤0.01%
437,654
+131,197
1346
$27.8M ﹤0.01%
354,395
-28,995
1347
$27.8M ﹤0.01%
944,824
+223,956
1348
$27.8M ﹤0.01%
788,334
+210,624
1349
$27.7M ﹤0.01%
728,334
+156,746
1350
$27.7M ﹤0.01%
715,637
+71,761