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
1701
$16.8M ﹤0.01%
365,772
-29,872
1702
$16.8M ﹤0.01%
719,791
+143,261
1703
$16.8M ﹤0.01%
552,687
-27,522
1704
$16.8M ﹤0.01%
3,297,485
+3,293,693
1705
$16.7M ﹤0.01%
204,231
+14,033
1706
$16.7M ﹤0.01%
299,484
-14,917
1707
$16.6M ﹤0.01%
463,483
-120,505
1708
$16.6M ﹤0.01%
624,873
-395,398
1709
$16.6M ﹤0.01%
238,099
-135,072
1710
$16.6M ﹤0.01%
670,219
-66,406
1711
$16.6M ﹤0.01%
650,624
-431,492
1712
$16.6M ﹤0.01%
409,038
-48,522
1713
$16.6M ﹤0.01%
555,636
+15,742
1714
$16.6M ﹤0.01%
803,312
-120,171
1715
$16.5M ﹤0.01%
683,106
+97,563
1716
$16.5M ﹤0.01%
364,906
+40,060
1717
$16.5M ﹤0.01%
429,016
-113,448
1718
$16.5M ﹤0.01%
1,290,348
+5,795
1719
$16.4M ﹤0.01%
791,421
-39,167
1720
$16.4M ﹤0.01%
184,604
-4,637
1721
$16.4M ﹤0.01%
359,793
-12,444
1722
$16.4M ﹤0.01%
358,171
-7,317
1723
$16.4M ﹤0.01%
137,654
-5,855
1724
$16.3M ﹤0.01%
167,406
+24,271
1725
$16.3M ﹤0.01%
543,912
+106,143