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
1901
$12.8M ﹤0.01%
1,197,907
-1,870,250
1902
$12.8M ﹤0.01%
1,801,645
+1,221,185
1903
$12.8M ﹤0.01%
182,550
+11,969
1904
$12.8M ﹤0.01%
504,998
+261,048
1905
$12.8M ﹤0.01%
291,636
-9,602
1906
$12.7M ﹤0.01%
317,889
+110,865
1907
$12.7M ﹤0.01%
141,107
+27,757
1908
$12.7M ﹤0.01%
651,784
+11,719
1909
$12.7M ﹤0.01%
389,454
+36,389
1910
$12.7M ﹤0.01%
240,675
+15,464
1911
$12.7M ﹤0.01%
268,981
+70,305
1912
$12.7M ﹤0.01%
342,143
-88,291
1913
$12.7M ﹤0.01%
280,503
+4,096
1914
$12.6M ﹤0.01%
867,771
-283,066
1915
$12.6M ﹤0.01%
133,759
-3,184
1916
$12.6M ﹤0.01%
239,024
+27,359
1917
$12.6M ﹤0.01%
128,301
-20,737
1918
$12.6M ﹤0.01%
276,259
+115,127
1919
$12.6M ﹤0.01%
193,118
+10,891
1920
$12.6M ﹤0.01%
184,350
-23,600
1921
$12.6M ﹤0.01%
347,260
+207,391
1922
$12.6M ﹤0.01%
428,693
+42,118
1923
$12.5M ﹤0.01%
522,504
-178,404
1924
$12.5M ﹤0.01%
70,796
-8,561
1925
$12.5M ﹤0.01%
261,826
+34,683