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
1601
$19M ﹤0.01%
516,041
-52,680
1602
$19M ﹤0.01%
268,718
-20,703
1603
$19M ﹤0.01%
742,403
+48,999
1604
$19M ﹤0.01%
346,212
+6,653
1605
$19M ﹤0.01%
1,048,227
-14,811
1606
$18.9M ﹤0.01%
300,065
+29,076
1607
$18.9M ﹤0.01%
85,467
-20,978
1608
$18.9M ﹤0.01%
192,133
-49,498
1609
$18.9M ﹤0.01%
250,472
+145,133
1610
$18.9M ﹤0.01%
544,959
+88,500
1611
$18.8M ﹤0.01%
2,494,472
-143,882
1612
$18.8M ﹤0.01%
174,668
-16,188
1613
$18.8M ﹤0.01%
366,586
+73,349
1614
$18.7M ﹤0.01%
1,155,012
-309,797
1615
$18.7M ﹤0.01%
+682,398
1616
$18.7M ﹤0.01%
318,425
-24,071
1617
$18.7M ﹤0.01%
433,723
-884,855
1618
$18.7M ﹤0.01%
1,695,329
-316,559
1619
$18.6M ﹤0.01%
1,033,201
+141,363
1620
$18.6M ﹤0.01%
621,258
+307,869
1621
$18.5M ﹤0.01%
293,116
-16,384
1622
$18.5M ﹤0.01%
183,816
+4,873
1623
$18.5M ﹤0.01%
403,071
-18,083
1624
$18.5M ﹤0.01%
282,839
-32,644
1625
$18.4M ﹤0.01%
873,560
+189,826