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
1626
$18.4M ﹤0.01%
417,558
+258,736
1627
$18.4M ﹤0.01%
278,204
+150,758
1628
$18.4M ﹤0.01%
512,819
+139,096
1629
$18.4M ﹤0.01%
216,683
+1,419
1630
$18.4M ﹤0.01%
354,823
+86,985
1631
$18.2M ﹤0.01%
710,339
+36,715
1632
$18.2M ﹤0.01%
523,662
+160,652
1633
$18.2M ﹤0.01%
1,456,103
-184,625
1634
$18.2M ﹤0.01%
1,591,288
+54,654
1635
$18.2M ﹤0.01%
313,005
-2,523
1636
$18.2M ﹤0.01%
1,288,319
+90,962
1637
$18.1M ﹤0.01%
417,555
-22,266
1638
$18.1M ﹤0.01%
259,313
-16,171
1639
$18.1M ﹤0.01%
416,827
-234,069
1640
$18.1M ﹤0.01%
491,089
-12,544
1641
$18.1M ﹤0.01%
360,562
-77,320
1642
$18.1M ﹤0.01%
463,374
+48,757
1643
$18.1M ﹤0.01%
519,020
+1,367
1644
$18.1M ﹤0.01%
1,083,890
+1,069,882
1645
$18.1M ﹤0.01%
190,890
-188,200
1646
$18M ﹤0.01%
174,356
-45,911
1647
$18M ﹤0.01%
1,175,883
-76,979
1648
$18M ﹤0.01%
295,144
+22,348
1649
$18M ﹤0.01%
870,467
+239,341
1650
$18M ﹤0.01%
327,911
-29,841