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
2251
$8.54M ﹤0.01%
535,776
-45,571
2252
$8.52M ﹤0.01%
148,079
+25,763
2253
$8.5M ﹤0.01%
+561,240
2254
$8.49M ﹤0.01%
871,938
-94,978
2255
$8.47M ﹤0.01%
292,607
-39,863
2256
$8.45M ﹤0.01%
278,847
+55,967
2257
$8.44M ﹤0.01%
1,159,857
-14,275
2258
$8.43M ﹤0.01%
302,859
+774
2259
$8.41M ﹤0.01%
532,643
-21,819
2260
$8.4M ﹤0.01%
128,908
+68,107
2261
$8.39M ﹤0.01%
185,618
-11,524
2262
$8.38M ﹤0.01%
370,070
-9,560
2263
$8.37M ﹤0.01%
949,570
-74,562
2264
$8.35M ﹤0.01%
488,250
-663,811
2265
$8.35M ﹤0.01%
186,601
-20,726
2266
$8.34M ﹤0.01%
1,715,165
+9,054
2267
$8.33M ﹤0.01%
84,515
-110,060
2268
$8.32M ﹤0.01%
242,955
-13,188
2269
$8.32M ﹤0.01%
651,380
+4,480
2270
$8.32M ﹤0.01%
766,706
+53,233
2271
$8.28M ﹤0.01%
+257,732
2272
$8.26M ﹤0.01%
483,088
+112,710
2273
$8.25M ﹤0.01%
125,294
+56,208
2274
$8.24M ﹤0.01%
686,370
-142,873
2275
$8.22M ﹤0.01%
78,999
+13,369