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
2301
$7.97M ﹤0.01%
339,317
-9,309
2302
$7.94M ﹤0.01%
1,111,047
+1,004,406
2303
$7.93M ﹤0.01%
445,465
+167,248
2304
$7.93M ﹤0.01%
722,104
-10,202
2305
$7.91M ﹤0.01%
213,556
+211,779
2306
$7.91M ﹤0.01%
294,106
+48,048
2307
$7.89M ﹤0.01%
219,150
+21,838
2308
$7.88M ﹤0.01%
151,918
-48,285
2309
$7.88M ﹤0.01%
96,499
+75,976
2310
$7.88M ﹤0.01%
124,923
+12,054
2311
$7.87M ﹤0.01%
226,788
+6,486
2312
$7.87M ﹤0.01%
148,278
+9,201
2313
$7.87M ﹤0.01%
94,291
+43,244
2314
$7.86M ﹤0.01%
287,784
-36,942
2315
$7.85M ﹤0.01%
232,768
+35,017
2316
$7.85M ﹤0.01%
128,036
-6,754
2317
$7.83M ﹤0.01%
501,904
+158,350
2318
$7.83M ﹤0.01%
403,454
-30,183
2319
$7.8M ﹤0.01%
162,227
+1,048
2320
$7.8M ﹤0.01%
463,227
+255,201
2321
$7.79M ﹤0.01%
133,306
-9,458
2322
$7.79M ﹤0.01%
396,293
+36,510
2323
$7.78M ﹤0.01%
124,857
-14,815
2324
$7.77M ﹤0.01%
886,840
-36,873
2325
$7.77M ﹤0.01%
146,062
+41,153