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
1426
$24.5M ﹤0.01%
434,406
+624
1427
$24.5M ﹤0.01%
1,331,380
-100,156
1428
$24.5M ﹤0.01%
12,035
+2,527
1429
$24.4M ﹤0.01%
340,047
-55,471
1430
$24.4M ﹤0.01%
1,050,886
+484,855
1431
$24.4M ﹤0.01%
487,568
+134,096
1432
$24.4M ﹤0.01%
944,080
-100,583
1433
$24.4M ﹤0.01%
462,515
+15,761
1434
$24.4M ﹤0.01%
480,069
+153,237
1435
$24.3M ﹤0.01%
577,056
+91,084
1436
$24.3M ﹤0.01%
662,990
-38,792
1437
$24.3M ﹤0.01%
2,059,193
+151,968
1438
$24.3M ﹤0.01%
1,733,435
+21,217
1439
$24.3M ﹤0.01%
615,357
+60,477
1440
$24.2M ﹤0.01%
178,600
-95,076
1441
$24.2M ﹤0.01%
253,212
+70,306
1442
$24.1M ﹤0.01%
223,680
-99,531
1443
$24M ﹤0.01%
806,364
+280,523
1444
$24M ﹤0.01%
178,396
-25,842
1445
$24M ﹤0.01%
990,660
+362,180
1446
$23.9M ﹤0.01%
867,973
+77,070
1447
$23.9M ﹤0.01%
240,119
+29,280
1448
$23.9M ﹤0.01%
1,026,918
-150,420
1449
$23.8M ﹤0.01%
483,225
+228,943
1450
$23.8M ﹤0.01%
486,915
+212,706