Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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
126
$1.08B 0.18%
30,678,838
-9,602,355
127
$1.06B 0.18%
15,313,404
-693,536
128
$1.03B 0.17%
9,234,918
-503,575
129
$1.03B 0.17%
19,311,410
-593,203
130
$1.03B 0.17%
17,655,726
+2,591,593
131
$998M 0.17%
24,168,654
-1,660,959
132
$986M 0.16%
5,610,772
+911,628
133
$981M 0.16%
5,763,251
+3,502,706
134
$962M 0.16%
10,997,341
+198,149
135
$955M 0.16%
18,717,070
+3,101,282
136
$952M 0.16%
6,605,215
+353,240
137
$948M 0.16%
6,581,388
-271,705
138
$943M 0.16%
2,409,625
-124,707
139
$936M 0.16%
16,673,996
+346,517
140
$934M 0.15%
14,316,659
-2,209,788
141
$933M 0.15%
6,186,799
-338,700
142
$918M 0.15%
6,763,025
-232,255
143
$915M 0.15%
11,716,129
-952,061
144
$892M 0.15%
21,944,768
+547,960
145
$879M 0.15%
8,058,230
+994,575
146
$877M 0.15%
6,273,494
+853,852
147
$863M 0.14%
12,417,117
+600,487
148
$862M 0.14%
15,075,722
+2,938,857
149
$861M 0.14%
14,872,633
+282,790
150
$853M 0.14%
17,933,478
+255,968