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
1751
$15.8M ﹤0.01%
287,214
-61,220
1752
$15.7M ﹤0.01%
220,504
+5,126
1753
$15.7M ﹤0.01%
445,950
+105,160
1754
$15.6M ﹤0.01%
401,660
-50,499
1755
$15.6M ﹤0.01%
347,089
-12,827
1756
$15.6M ﹤0.01%
248,098
-94,953
1757
$15.6M ﹤0.01%
21,283
-1,578
1758
$15.6M ﹤0.01%
258,604
+48,295
1759
$15.5M ﹤0.01%
910,250
+101,111
1760
$15.5M ﹤0.01%
404,315
-102,641
1761
$15.5M ﹤0.01%
199,984
-48,897
1762
$15.5M ﹤0.01%
899,323
+205,850
1763
$15.5M ﹤0.01%
215,559
+8,039
1764
$15.5M ﹤0.01%
342,735
-61,869
1765
$15.4M ﹤0.01%
396,270
+13,066
1766
$15.4M ﹤0.01%
1,298,312
+2,157
1767
$15.4M ﹤0.01%
516,145
+31,840
1768
$15.4M ﹤0.01%
411,993
+154,488
1769
$15.3M ﹤0.01%
259,405
-27,501
1770
$15.3M ﹤0.01%
346,885
+284,763
1771
$15.2M ﹤0.01%
641,332
-219,192
1772
$15.2M ﹤0.01%
378,946
-27,599
1773
$15.1M ﹤0.01%
828,104
+208,932
1774
$15.1M ﹤0.01%
568,117
-231,491
1775
$15.1M ﹤0.01%
1,124,857
-198,203