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
2276
$8.22M ﹤0.01%
573,954
+85,107
2277
$8.21M ﹤0.01%
1,119,008
+323,480
2278
$8.21M ﹤0.01%
242,268
+9,593
2279
$8.21M ﹤0.01%
130,916
-45,827
2280
$8.2M ﹤0.01%
218,474
-28,011
2281
$8.18M ﹤0.01%
391,614
-79,790
2282
$8.17M ﹤0.01%
281,003
-119,668
2283
$8.15M ﹤0.01%
3,159,780
+724,350
2284
$8.15M ﹤0.01%
287,115
-46,149
2285
$8.13M ﹤0.01%
118,887
-15,867
2286
$8.12M ﹤0.01%
91,433
+14,235
2287
$8.11M ﹤0.01%
213,122
-19,979
2288
$8.11M ﹤0.01%
13,841
+3,929
2289
$8.11M ﹤0.01%
130,410
-35,712
2290
$8.11M ﹤0.01%
443,154
-45,560
2291
$8.08M ﹤0.01%
232,218
+159,455
2292
$8.05M ﹤0.01%
386,182
+239,621
2293
$8.04M ﹤0.01%
94,671
+67,002
2294
$8.02M ﹤0.01%
190,156
+115,428
2295
$8.02M ﹤0.01%
171,251
+41,522
2296
$8.02M ﹤0.01%
194,525
-153,959
2297
$8.01M ﹤0.01%
261,461
-2,638
2298
$8M ﹤0.01%
287,287
+137,972
2299
$7.98M ﹤0.01%
147,770
+6,835
2300
$7.97M ﹤0.01%
153,611
+107,477