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
1476
$23M ﹤0.01%
686,925
+345,234
1477
$23M ﹤0.01%
396,686
-11,152
1478
$23M ﹤0.01%
1,138,193
+210,119
1479
$22.9M ﹤0.01%
198,946
+8,210
1480
$22.9M ﹤0.01%
841,966
+18,122
1481
$22.9M ﹤0.01%
933,553
+549,979
1482
$22.8M ﹤0.01%
418,712
-17,623
1483
$22.8M ﹤0.01%
760,292
+107,025
1484
$22.8M ﹤0.01%
510,259
-12,256
1485
$22.8M ﹤0.01%
1,139,280
+165,197
1486
$22.8M ﹤0.01%
1,129,226
+722,879
1487
$22.7M ﹤0.01%
1,101,695
-200,526
1488
$22.7M ﹤0.01%
1,853,719
-1,070,591
1489
$22.7M ﹤0.01%
8,086,142
+3,269,215
1490
$22.6M ﹤0.01%
1,047,919
-66,531
1491
$22.6M ﹤0.01%
419,800
+2,042
1492
$22.6M ﹤0.01%
1,187,260
+69,509
1493
$22.6M ﹤0.01%
1,462,644
+20,881
1494
$22.5M ﹤0.01%
772,076
+392,889
1495
$22.5M ﹤0.01%
155,249
+16,161
1496
$22.5M ﹤0.01%
424,991
+121,704
1497
$22.5M ﹤0.01%
321,100
-78,389
1498
$22.5M ﹤0.01%
995,400
+108,282
1499
$22.5M ﹤0.01%
174,918
-9,935
1500
$22.4M ﹤0.01%
267,877
-77,546