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
2151
$9.74M ﹤0.01%
282,440
+28,775
2152
$9.73M ﹤0.01%
144,784
-16,239
2153
$9.71M ﹤0.01%
151,540
-8,129
2154
$9.7M ﹤0.01%
153,666
-33,206
2155
$9.67M ﹤0.01%
424,616
-351,204
2156
$9.66M ﹤0.01%
585,692
-88,083
2157
$9.64M ﹤0.01%
392,485
-14,394
2158
$9.64M ﹤0.01%
508,039
-9,824
2159
$9.64M ﹤0.01%
269,166
-165,963
2160
$9.63M ﹤0.01%
798,834
-3,433
2161
$9.63M ﹤0.01%
182,782
+62,497
2162
$9.62M ﹤0.01%
377,939
-32,269
2163
$9.6M ﹤0.01%
244,888
+18,006
2164
$9.56M ﹤0.01%
384,996
-151,713
2165
$9.56M ﹤0.01%
220,925
-188,416
2166
$9.53M ﹤0.01%
331,200
-4,116
2167
$9.53M ﹤0.01%
455,575
+59,098
2168
$9.52M ﹤0.01%
825,744
-95,281
2169
$9.51M ﹤0.01%
374,372
+120,328
2170
$9.51M ﹤0.01%
143,643
+102,286
2171
$9.51M ﹤0.01%
323,907
+35,389
2172
$9.51M ﹤0.01%
245,247
-130,596
2173
$9.5M ﹤0.01%
125,614
+39,990
2174
$9.5M ﹤0.01%
311,743
+36,350
2175
$9.49M ﹤0.01%
336,140
-9,480