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
2051
$10.7M ﹤0.01%
277,691
-36,813
2052
$10.7M ﹤0.01%
489,038
-11,315
2053
$10.7M ﹤0.01%
1,680,941
+32,842
2054
$10.7M ﹤0.01%
225,262
-121,941
2055
$10.7M ﹤0.01%
77,578
-449
2056
$10.7M ﹤0.01%
248,982
+212,673
2057
$10.7M ﹤0.01%
576,182
+3,668
2058
$10.7M ﹤0.01%
103,488
+2,937
2059
$10.7M ﹤0.01%
169,479
-42,607
2060
$10.7M ﹤0.01%
279,498
+264,946
2061
$10.7M ﹤0.01%
388,346
-32,376
2062
$10.6M ﹤0.01%
534,552
+7,267
2063
$10.6M ﹤0.01%
824,659
+15,349
2064
$10.6M ﹤0.01%
680,464
+131,284
2065
$10.6M ﹤0.01%
355,750
-45,379
2066
$10.6M ﹤0.01%
815,598
-196,635
2067
$10.6M ﹤0.01%
410,546
+101,529
2068
$10.6M ﹤0.01%
626,776
+152,727
2069
$10.6M ﹤0.01%
1,098,255
+793,914
2070
$10.6M ﹤0.01%
187,244
-29,336
2071
$10.6M ﹤0.01%
126,106
-2,203
2072
$10.6M ﹤0.01%
635,622
+129,932
2073
$10.5M ﹤0.01%
448,587
-55,358
2074
$10.5M ﹤0.01%
731,464
+148,141
2075
$10.5M ﹤0.01%
404,775
+142,381