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
2101
$10.2M ﹤0.01%
831,106
+118,621
2102
$10.2M ﹤0.01%
577,229
-4,564,238
2103
$10.1M ﹤0.01%
281,652
-72,197
2104
$10.1M ﹤0.01%
372,209
+202,752
2105
$10.1M ﹤0.01%
431,282
-64,937
2106
$10.1M ﹤0.01%
468,631
+48,101
2107
$10.1M ﹤0.01%
283,136
+33,133
2108
$10.1M ﹤0.01%
742,029
+471,615
2109
$10.1M ﹤0.01%
459,268
-877,222
2110
$10.1M ﹤0.01%
980,890
+402,066
2111
$10.1M ﹤0.01%
200,683
+146,751
2112
$10.1M ﹤0.01%
276,209
+85,168
2113
$10M ﹤0.01%
226,188
-46,377
2114
$10M ﹤0.01%
566,968
-99,748
2115
$10M ﹤0.01%
854,736
-210,257
2116
$10M ﹤0.01%
324,173
-9,767
2117
$10M ﹤0.01%
424,766
+104,979
2118
$10M ﹤0.01%
826,250
+5,510
2119
$9.98M ﹤0.01%
222,285
-132,362
2120
$9.97M ﹤0.01%
297,442
-4,542
2121
$9.97M ﹤0.01%
631,031
+2,753
2122
$9.97M ﹤0.01%
236,155
-6,119
2123
$9.96M ﹤0.01%
215,874
-49,088
2124
$9.94M ﹤0.01%
243,560
+239,028
2125
$9.93M ﹤0.01%
374,456
-39,125