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
2201
$9.16M ﹤0.01%
127,999
-23,555
2202
$9.16M ﹤0.01%
59,132
-1,764
2203
$9.15M ﹤0.01%
91,872
-21,986
2204
$9.14M ﹤0.01%
505,841
+48,367
2205
$9.13M ﹤0.01%
412,377
-104,723
2206
$9.13M ﹤0.01%
117,069
-1,968
2207
$9.11M ﹤0.01%
365,395
+113,960
2208
$9.09M ﹤0.01%
+134,272
2209
$9.07M ﹤0.01%
1,407,980
+118,994
2210
$9.07M ﹤0.01%
1,929,025
+1,523,522
2211
$9.05M ﹤0.01%
59,349
-4,807
2212
$9.05M ﹤0.01%
205,913
-13,447
2213
$9.05M ﹤0.01%
106,785
+8,986
2214
$9.03M ﹤0.01%
316,478
-7,902
2215
$9.03M ﹤0.01%
106,081
-6,875
2216
$9.03M ﹤0.01%
349,804
+31,225
2217
$9M ﹤0.01%
266,159
-320,122
2218
$9M ﹤0.01%
268,171
+134,007
2219
$8.99M ﹤0.01%
351,572
+33,055
2220
$8.91M ﹤0.01%
389,758
-36,890
2221
$8.91M ﹤0.01%
259,970
-2,641
2222
$8.89M ﹤0.01%
166,054
-115,850
2223
$8.89M ﹤0.01%
314,056
+5,923
2224
$8.89M ﹤0.01%
660,914
-1,492
2225
$8.89M ﹤0.01%
9,474,285
+546,579