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
2076
$10.4M ﹤0.01%
970,413
-13,262
2077
$10.4M ﹤0.01%
470,126
-53,463
2078
$10.4M ﹤0.01%
125,424
-2,024
2079
$10.4M ﹤0.01%
794,989
-109,512
2080
$10.4M ﹤0.01%
693,214
+5,259
2081
$10.4M ﹤0.01%
469,954
+10,228
2082
$10.4M ﹤0.01%
879,826
+403,881
2083
$10.4M ﹤0.01%
266,731
+40,605
2084
$10.3M ﹤0.01%
317,854
+11,779
2085
$10.3M ﹤0.01%
421,714
+223,575
2086
$10.3M ﹤0.01%
732,080
+24,072
2087
$10.3M ﹤0.01%
372,282
+15,742
2088
$10.3M ﹤0.01%
156,058
-14,992
2089
$10.3M ﹤0.01%
738,264
+176,105
2090
$10.3M ﹤0.01%
291,778
-38,995
2091
$10.3M ﹤0.01%
228,069
+10,795
2092
$10.2M ﹤0.01%
4,082
-326
2093
$10.2M ﹤0.01%
167,459
+33,714
2094
$10.2M ﹤0.01%
267,101
-32,884
2095
$10.2M ﹤0.01%
91,597
-13,604
2096
$10.2M ﹤0.01%
330,813
-15,132
2097
$10.2M ﹤0.01%
249,245
-8,157
2098
$10.2M ﹤0.01%
266,194
+14,728
2099
$10.2M ﹤0.01%
385,285
-3,500
2100
$10.2M ﹤0.01%
284,602
-696,770