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
1451
$23.7M ﹤0.01%
961,878
-49,256
1452
$23.7M ﹤0.01%
165,643
-1,599
1453
$23.7M ﹤0.01%
681,579
+611,878
1454
$23.7M ﹤0.01%
1,134,524
+149,392
1455
$23.7M ﹤0.01%
366,906
+9,961
1456
$23.6M ﹤0.01%
725,983
-90,060
1457
$23.6M ﹤0.01%
1,070,146
+342,474
1458
$23.6M ﹤0.01%
709,478
-5,487
1459
$23.6M ﹤0.01%
461,807
+223,853
1460
$23.6M ﹤0.01%
510,372
-718
1461
$23.6M ﹤0.01%
5,507,455
+80,182
1462
$23.5M ﹤0.01%
529,570
+7,790
1463
$23.5M ﹤0.01%
5,104,375
+1,207,161
1464
$23.5M ﹤0.01%
1,378,538
-68,202
1465
$23.3M ﹤0.01%
456,564
+138,112
1466
$23.3M ﹤0.01%
1,381,839
+429,219
1467
$23.3M ﹤0.01%
1,050,737
+125,478
1468
$23.3M ﹤0.01%
608,022
-39,136
1469
$23.2M ﹤0.01%
317,550
+51,532
1470
$23.1M ﹤0.01%
1,754,350
-154,172
1471
$23.1M ﹤0.01%
554,862
+57,471
1472
$23.1M ﹤0.01%
599,060
-25,630
1473
$23M ﹤0.01%
1,402,541
-216,732
1474
$23M ﹤0.01%
293,799
+2,718
1475
$23M ﹤0.01%
572,327
-77,782