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
1401
$25.5M ﹤0.01%
1,395,237
-525,852
1402
$25.5M ﹤0.01%
528,022
+6,443
1403
$25.4M ﹤0.01%
828,698
+50,980
1404
$25.4M ﹤0.01%
872,983
-40,222
1405
$25.3M ﹤0.01%
506,605
+87,676
1406
$25.3M ﹤0.01%
680,698
+15,047
1407
$25.2M ﹤0.01%
788,550
+59,877
1408
$25.2M ﹤0.01%
147,343
+6,285
1409
$25.2M ﹤0.01%
1,246,300
-466,892
1410
$25.2M ﹤0.01%
521,165
+39,532
1411
$25.2M ﹤0.01%
572,213
+92,488
1412
$25.1M ﹤0.01%
1,178,236
+24,593
1413
$25.1M ﹤0.01%
540,661
-3,182
1414
$25M ﹤0.01%
378,691
-53,176
1415
$24.9M ﹤0.01%
1,397,378
-76,812
1416
$24.9M ﹤0.01%
1,245,930
+71,731
1417
$24.8M ﹤0.01%
422,645
+43,495
1418
$24.7M ﹤0.01%
887,456
+268,792
1419
$24.7M ﹤0.01%
1,313,382
-462,906
1420
$24.7M ﹤0.01%
1,093,813
+138,574
1421
$24.7M ﹤0.01%
691,527
-28,698
1422
$24.7M ﹤0.01%
1,162,674
-740,944
1423
$24.6M ﹤0.01%
487,295
-31,581
1424
$24.6M ﹤0.01%
1,875,973
+957,141
1425
$24.6M ﹤0.01%
321,875
+29,804