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
2376
$7.28M ﹤0.01%
139,731
+28,853
2377
$7.27M ﹤0.01%
396,357
-194,736
2378
$7.27M ﹤0.01%
349,227
-252,168
2379
$7.27M ﹤0.01%
223,453
-19,405
2380
$7.26M ﹤0.01%
476,219
+354,410
2381
$7.25M ﹤0.01%
89,734
-19,757
2382
$7.25M ﹤0.01%
617,622
-34,677
2383
$7.25M ﹤0.01%
308,884
+47,447
2384
$7.24M ﹤0.01%
275,356
-66,934
2385
$7.23M ﹤0.01%
257,327
-106,328
2386
$7.2M ﹤0.01%
360,588
+36,789
2387
$7.2M ﹤0.01%
249,903
-208,128
2388
$7.19M ﹤0.01%
977,654
-25,574
2389
$7.17M ﹤0.01%
280,724
-12,428
2390
$7.16M ﹤0.01%
161,686
-9,856
2391
$7.14M ﹤0.01%
186,084
+166,011
2392
$7.13M ﹤0.01%
132,085
+169
2393
$7.13M ﹤0.01%
497,882
-75,998
2394
$7.12M ﹤0.01%
272,013
+12,483
2395
$7.12M ﹤0.01%
311,145
-64,533
2396
$7.11M ﹤0.01%
184,226
+55,068
2397
$7.1M ﹤0.01%
284,427
-689,145
2398
$7.1M ﹤0.01%
176,786
-226,636
2399
$7.09M ﹤0.01%
458,479
-65,611
2400
$7.08M ﹤0.01%
119,000
+109