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
1351
$27.6M ﹤0.01%
826,358
+610,478
1352
$27.6M ﹤0.01%
176,216
+17,451
1353
$27.5M ﹤0.01%
421,706
+16,552
1354
$27.5M ﹤0.01%
514,521
+27,541
1355
$27.5M ﹤0.01%
200,815
+176,222
1356
$27.4M ﹤0.01%
1,237,020
-307,894
1357
$27.4M ﹤0.01%
254,925
+115,426
1358
$27.4M ﹤0.01%
2,816,428
-544,978
1359
$27.3M ﹤0.01%
146,833
-46,046
1360
$27.3M ﹤0.01%
657,152
-512
1361
$27.2M ﹤0.01%
851,145
+97,464
1362
$27.1M ﹤0.01%
818,076
-4,982
1363
$27.1M ﹤0.01%
259,206
-90,225
1364
$27M ﹤0.01%
217,805
+26,709
1365
$27M ﹤0.01%
456,730
-134,422
1366
$26.9M ﹤0.01%
724,257
+55,578
1367
$26.9M ﹤0.01%
831,192
-90,167
1368
$26.9M ﹤0.01%
1,220,898
+135,095
1369
$26.9M ﹤0.01%
573,250
+65,916
1370
$26.8M ﹤0.01%
1,052,382
-1,491,857
1371
$26.8M ﹤0.01%
461,826
-166,529
1372
$26.8M ﹤0.01%
237,428
+66,828
1373
$26.8M ﹤0.01%
1,071,979
+57,934
1374
$26.8M ﹤0.01%
680,031
+27,004
1375
$26.7M ﹤0.01%
1,346,738
+274,047