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
1726
$16.3M ﹤0.01%
323,181
+25,239
1727
$16.3M ﹤0.01%
943,953
-85,244
1728
$16.3M ﹤0.01%
397,588
-28,815
1729
$16.2M ﹤0.01%
+96,535
1730
$16.2M ﹤0.01%
584,705
+58,777
1731
$16.2M ﹤0.01%
1,045,264
+95,311
1732
$16.2M ﹤0.01%
585,594
+18,922
1733
$16.2M ﹤0.01%
371,250
+5,561
1734
$16.1M ﹤0.01%
632,538
+49,166
1735
$16.1M ﹤0.01%
1,206,643
+15,712
1736
$16.1M ﹤0.01%
124,440
+16,111
1737
$16M ﹤0.01%
689,154
+34,531
1738
$16M ﹤0.01%
968,009
+4,242
1739
$16M ﹤0.01%
206,497
+23,273
1740
$15.9M ﹤0.01%
184,849
-21,384
1741
$15.9M ﹤0.01%
264,940
+31,829
1742
$15.9M ﹤0.01%
345,072
-45,879
1743
$15.9M ﹤0.01%
330,132
-71,862
1744
$15.8M ﹤0.01%
837,070
+2,809
1745
$15.8M ﹤0.01%
694,374
-86,001
1746
$15.8M ﹤0.01%
337,666
+45,409
1747
$15.8M ﹤0.01%
746,648
-28,511
1748
$15.8M ﹤0.01%
230,759
+36,974
1749
$15.8M ﹤0.01%
167,778
+53,814
1750
$15.8M ﹤0.01%
177,918
+76,644