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
1801
$14.6M ﹤0.01%
91,750
+11,516
1802
$14.6M ﹤0.01%
578,854
-70,798
1803
$14.6M ﹤0.01%
590,378
-23,649
1804
$14.6M ﹤0.01%
235,620
-22,577
1805
$14.5M ﹤0.01%
758,039
-473,936
1806
$14.5M ﹤0.01%
240,359
-119,275
1807
$14.5M ﹤0.01%
282,130
+13,255
1808
$14.5M ﹤0.01%
191,753
+3,572
1809
$14.5M ﹤0.01%
287,022
-178,294
1810
$14.4M ﹤0.01%
1,107,704
-1,004,506
1811
$14.4M ﹤0.01%
2,997,635
-50,231
1812
$14.4M ﹤0.01%
321,093
+125,973
1813
$14.4M ﹤0.01%
591,965
+10,634
1814
$14.4M ﹤0.01%
560,543
+86,696
1815
$14.4M ﹤0.01%
2,565,360
+995,623
1816
$14.4M ﹤0.01%
261,209
-3,012
1817
$14.3M ﹤0.01%
839,901
+345,262
1818
$14.3M ﹤0.01%
648,429
-533,341
1819
$14.3M ﹤0.01%
280,456
-541
1820
$14.2M ﹤0.01%
1,217,435
+420,855
1821
$14.2M ﹤0.01%
1,240,190
+76,485
1822
$14.2M ﹤0.01%
493,752
-11,144
1823
$14.1M ﹤0.01%
515,911
+137,650
1824
$14.1M ﹤0.01%
709,479
-63,039
1825
$14.1M ﹤0.01%
253,654
-12,176