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
1551
$20.5M ﹤0.01%
1,276,569
-173,917
1552
$20.4M ﹤0.01%
502,990
-256,446
1553
$20.3M ﹤0.01%
349,241
+2,583
1554
$20.3M ﹤0.01%
902,150
-1,431,396
1555
$20.3M ﹤0.01%
708,762
+106,121
1556
$20.2M ﹤0.01%
644,127
+66,520
1557
$20.2M ﹤0.01%
266,736
-29,102
1558
$20.2M ﹤0.01%
362,354
+73,160
1559
$20.1M ﹤0.01%
328,182
+13,526
1560
$20.1M ﹤0.01%
732,134
-222,089
1561
$20.1M ﹤0.01%
325,442
-1,365
1562
$20.1M ﹤0.01%
283,836
-2,375
1563
$20M ﹤0.01%
222,994
-154,418
1564
$20M ﹤0.01%
557,479
-103,194
1565
$19.9M ﹤0.01%
2,085,335
+10,765
1566
$19.9M ﹤0.01%
596,876
-82,404
1567
$19.8M ﹤0.01%
477,395
+39,640
1568
$19.8M ﹤0.01%
690,807
-4,197
1569
$19.7M ﹤0.01%
189,750
-363,708
1570
$19.7M ﹤0.01%
303,777
-13,039
1571
$19.7M ﹤0.01%
233,596
-152,675
1572
$19.6M ﹤0.01%
361,771
-120,563
1573
$19.6M ﹤0.01%
465,818
+4,794
1574
$19.6M ﹤0.01%
588,640
+239,979
1575
$19.6M ﹤0.01%
1,565,827
+125,929