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
2426
$6.88M ﹤0.01%
252,647
-1,310
2427
$6.88M ﹤0.01%
94,431
-39,939
2428
$6.87M ﹤0.01%
+160,314
2429
$6.86M ﹤0.01%
454,763
-46,005
2430
$6.85M ﹤0.01%
4,376
+492
2431
$6.83M ﹤0.01%
128,149
-1,424
2432
$6.83M ﹤0.01%
378,534
-484,139
2433
$6.82M ﹤0.01%
170,728
+88,064
2434
$6.82M ﹤0.01%
146,326
-254,532
2435
$6.81M ﹤0.01%
267,961
+11,648
2436
$6.81M ﹤0.01%
620,674
+305,666
2437
$6.79M ﹤0.01%
101,033
-65,083
2438
$6.77M ﹤0.01%
682,184
+138,405
2439
$6.77M ﹤0.01%
376,917
+27,351
2440
$6.72M ﹤0.01%
58,541
-1,375
2441
$6.71M ﹤0.01%
390,429
-4,950
2442
$6.7M ﹤0.01%
142,320
-7,282
2443
$6.68M ﹤0.01%
110,881
-77,231
2444
$6.67M ﹤0.01%
164,362
-22,202
2445
$6.67M ﹤0.01%
1,161,244
+222
2446
$6.66M ﹤0.01%
511,507
+197,048
2447
$6.66M ﹤0.01%
118,062
+37,398
2448
$6.66M ﹤0.01%
142,693
-176,209
2449
$6.64M ﹤0.01%
652,592
+608,303
2450
$6.63M ﹤0.01%
100,437
+24,120