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
2176
$9.49M ﹤0.01%
112,593
+41,973
2177
$9.45M ﹤0.01%
280,286
+30,306
2178
$9.44M ﹤0.01%
307,512
-316,416
2179
$9.43M ﹤0.01%
291,901
+41,901
2180
$9.43M ﹤0.01%
2,036,035
-16,552,795
2181
$9.43M ﹤0.01%
447,846
+54,268
2182
$9.41M ﹤0.01%
425,696
-16,951
2183
$9.4M ﹤0.01%
309,315
-19,415
2184
$9.4M ﹤0.01%
258,971
+146,445
2185
$9.38M ﹤0.01%
380,964
-61,574
2186
$9.36M ﹤0.01%
141,894
-23,894
2187
$9.35M ﹤0.01%
154,364
+525
2188
$9.35M ﹤0.01%
269,077
-137,817
2189
$9.34M ﹤0.01%
323,587
+143,536
2190
$9.32M ﹤0.01%
67,347
+9,094
2191
$9.31M ﹤0.01%
92,857
+40,275
2192
$9.31M ﹤0.01%
439,907
-7,531
2193
$9.3M ﹤0.01%
1,000,842
-188,405
2194
$9.3M ﹤0.01%
279,311
+31,680
2195
$9.28M ﹤0.01%
819,895
+32,420
2196
$9.28M ﹤0.01%
219,695
-79,513
2197
$9.23M ﹤0.01%
1,203,510
+764,120
2198
$9.22M ﹤0.01%
717,468
-7,978
2199
$9.21M ﹤0.01%
219,712
-18,340
2200
$9.18M ﹤0.01%
493,477
+47,809