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
2401
$7.08M ﹤0.01%
129,589
-1,828
2402
$7.08M ﹤0.01%
427,886
+19,849
2403
$7.06M ﹤0.01%
78,133
+2,865
2404
$7.05M ﹤0.01%
105,618
-5,769
2405
$7.05M ﹤0.01%
309,012
-47,808
2406
$7.03M ﹤0.01%
192,250
+17,340
2407
$7.03M ﹤0.01%
240,913
-13,120
2408
$7.01M ﹤0.01%
276,321
-58,290
2409
$7M ﹤0.01%
365,602
+55,064
2410
$6.98M ﹤0.01%
469,277
+37,017
2411
$6.97M ﹤0.01%
132,441
+546
2412
$6.97M ﹤0.01%
229,789
-15,542
2413
$6.95M ﹤0.01%
182,511
-8,011
2414
$6.95M ﹤0.01%
62,306
+32,446
2415
$6.94M ﹤0.01%
270,395
-166,213
2416
$6.94M ﹤0.01%
48,773
-37,161
2417
$6.94M ﹤0.01%
174,734
-15,461
2418
$6.93M ﹤0.01%
99,058
-10,337
2419
$6.93M ﹤0.01%
83,727
+40,020
2420
$6.93M ﹤0.01%
280,670
+84,512
2421
$6.92M ﹤0.01%
339,067
+135
2422
$6.9M ﹤0.01%
1,302,128
+133,501
2423
$6.89M ﹤0.01%
396,192
-8,351
2424
$6.88M ﹤0.01%
318,897
-96,699
2425
$6.88M ﹤0.01%
324,424
-15,377