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
1851
$13.5M ﹤0.01%
234,018
-7,007
1852
$13.5M ﹤0.01%
469,499
-87,243
1853
$13.5M ﹤0.01%
272,304
+116,454
1854
$13.4M ﹤0.01%
221,302
+35,046
1855
$13.4M ﹤0.01%
12,568
+9,256
1856
$13.4M ﹤0.01%
235,199
+106,100
1857
$13.4M ﹤0.01%
804,053
+295,913
1858
$13.3M ﹤0.01%
365,520
-58,176
1859
$13.3M ﹤0.01%
394,536
-1,098,662
1860
$13.3M ﹤0.01%
309,976
-43,730
1861
$13.3M ﹤0.01%
254,835
-25,174
1862
$13.3M ﹤0.01%
120,666
-1,535
1863
$13.3M ﹤0.01%
1,060,753
-75,806
1864
$13.3M ﹤0.01%
212,889
-27,628
1865
$13.3M ﹤0.01%
302,137
+221,194
1866
$13.3M ﹤0.01%
149,060
-3,981
1867
$13.2M ﹤0.01%
288,038
-48,668
1868
$13.2M ﹤0.01%
530,271
-158,469
1869
$13.2M ﹤0.01%
300,629
-686,545
1870
$13.2M ﹤0.01%
277,577
-130,474
1871
$13.2M ﹤0.01%
738,138
+42,613
1872
$13.2M ﹤0.01%
2,080,782
+270,920
1873
$13.2M ﹤0.01%
390,420
-75,101
1874
$13.1M ﹤0.01%
174,320
+150
1875
$13.1M ﹤0.01%
471,585
-6,290