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
2351
$7.5M ﹤0.01%
140,563
+19,927
2352
$7.5M ﹤0.01%
172,446
+4,371
2353
$7.49M ﹤0.01%
131,810
+10,377
2354
$7.48M ﹤0.01%
330,948
-233,340
2355
$7.47M ﹤0.01%
577,900
+36,293
2356
$7.46M ﹤0.01%
331,275
+261,588
2357
$7.46M ﹤0.01%
345,921
-389
2358
$7.46M ﹤0.01%
199,070
-23,064
2359
$7.44M ﹤0.01%
287,658
-39,387
2360
$7.44M ﹤0.01%
126,502
-5,393
2361
$7.39M ﹤0.01%
98,855
-41,471
2362
$7.39M ﹤0.01%
120,237
+12,046
2363
$7.37M ﹤0.01%
625,346
-29,842
2364
$7.37M ﹤0.01%
222,342
+20,054
2365
$7.36M ﹤0.01%
118,476
-53,792
2366
$7.35M ﹤0.01%
380,966
-6,333
2367
$7.35M ﹤0.01%
167,793
-12,472
2368
$7.33M ﹤0.01%
189,962
-4,203
2369
$7.32M ﹤0.01%
7,968
+2,952
2370
$7.31M ﹤0.01%
717,107
-17,690
2371
$7.31M ﹤0.01%
384,924
+15,565
2372
$7.3M ﹤0.01%
552,790
-31,464
2373
$7.29M ﹤0.01%
250,441
+11,718
2374
$7.28M ﹤0.01%
229,680
-10,511
2375
$7.28M ﹤0.01%
126,124
+5,718