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
1526
$21.5M ﹤0.01%
180,325
+22,174
1527
$21.3M ﹤0.01%
648,767
-276,601
1528
$21.2M ﹤0.01%
1,054,604
+680,034
1529
$21.1M ﹤0.01%
23,328
-16,222
1530
$21.1M ﹤0.01%
622,986
+64,717
1531
$21M ﹤0.01%
375,531
-43,495
1532
$21M ﹤0.01%
955,557
+94,288
1533
$21M ﹤0.01%
160,064
+37,034
1534
$21M ﹤0.01%
308,432
+26,882
1535
$20.9M ﹤0.01%
909,590
+107,810
1536
$20.9M ﹤0.01%
683,520
+8,389
1537
$20.9M ﹤0.01%
709,860
+8,830
1538
$20.9M ﹤0.01%
567,977
-355,767
1539
$20.8M ﹤0.01%
335,152
+107,980
1540
$20.8M ﹤0.01%
859,348
+122,062
1541
$20.8M ﹤0.01%
249,823
-35,967
1542
$20.8M ﹤0.01%
461,186
+2,152
1543
$20.7M ﹤0.01%
362,191
-67,565
1544
$20.7M ﹤0.01%
908,541
-87,531
1545
$20.6M ﹤0.01%
703,440
-28,568
1546
$20.6M ﹤0.01%
3,079,887
-362,783
1547
$20.6M ﹤0.01%
319,588
-52,641
1548
$20.6M ﹤0.01%
490,780
-241,378
1549
$20.6M ﹤0.01%
183,509
+1,381
1550
$20.6M ﹤0.01%
369,519
-6,592