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
2226
$8.88M ﹤0.01%
276,079
+32,577
2227
$8.86M ﹤0.01%
165,985
-20,780
2228
$8.85M ﹤0.01%
234,930
-12,553
2229
$8.8M ﹤0.01%
377,785
+29,923
2230
$8.8M ﹤0.01%
558,081
+175,106
2231
$8.79M ﹤0.01%
508,044
+176,648
2232
$8.78M ﹤0.01%
94,665
+8,239
2233
$8.77M ﹤0.01%
56,165
-25,030
2234
$8.77M ﹤0.01%
642,421
+88,022
2235
$8.75M ﹤0.01%
403,366
-36,539
2236
$8.72M ﹤0.01%
145,421
+20,595
2237
$8.7M ﹤0.01%
227,011
+1,254
2238
$8.68M ﹤0.01%
479,710
+37,917
2239
$8.68M ﹤0.01%
518,013
+17,175
2240
$8.63M ﹤0.01%
597,071
-608,545
2241
$8.61M ﹤0.01%
171,568
+98,041
2242
$8.6M ﹤0.01%
296,212
+108,233
2243
$8.59M ﹤0.01%
158,908
-1,701
2244
$8.56M ﹤0.01%
598,199
+300,583
2245
$8.56M ﹤0.01%
326,830
+67,648
2246
$8.55M ﹤0.01%
184,970
+28,499
2247
$8.54M ﹤0.01%
312,737
-50,324
2248
$8.54M ﹤0.01%
444,889
-142,375
2249
$8.54M ﹤0.01%
147,927
+6,674
2250
$8.54M ﹤0.01%
270,305
-67,392