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
1826
$14.1M ﹤0.01%
1,157,134
+73,803
1827
$14.1M ﹤0.01%
194,657
+1,300
1828
$14M ﹤0.01%
116,223
-19,262
1829
$14M ﹤0.01%
321,396
-94,660
1830
$14M ﹤0.01%
116,839
+54,356
1831
$14M ﹤0.01%
775,176
+114,437
1832
$13.9M ﹤0.01%
211,578
+12,738
1833
$13.9M ﹤0.01%
2,041,469
-240,867
1834
$13.8M ﹤0.01%
145,085
-13,971
1835
$13.8M ﹤0.01%
637,192
-25,561
1836
$13.8M ﹤0.01%
198,612
-1,712,314
1837
$13.8M ﹤0.01%
290,074
-60,554
1838
$13.7M ﹤0.01%
1,055,537
-69,080
1839
$13.7M ﹤0.01%
535,236
+1,565
1840
$13.7M ﹤0.01%
668,436
-33,369
1841
$13.7M ﹤0.01%
569,282
-199,295
1842
$13.7M ﹤0.01%
303,643
+1,372
1843
$13.6M ﹤0.01%
326,098
-44,681
1844
$13.6M ﹤0.01%
18,576
-48,558
1845
$13.6M ﹤0.01%
173,737
+15,566
1846
$13.6M ﹤0.01%
256,683
-36,986
1847
$13.6M ﹤0.01%
348,981
+225,629
1848
$13.5M ﹤0.01%
678,040
+199,903
1849
$13.5M ﹤0.01%
216,596
-5,001
1850
$13.5M ﹤0.01%
256,578
-8,025