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
2451
$6.63M ﹤0.01%
335,149
+9,747
2452
$6.63M ﹤0.01%
412,149
+10,870
2453
$6.61M ﹤0.01%
197,352
+19,328
2454
$6.6M ﹤0.01%
241,149
-715
2455
$6.6M ﹤0.01%
198,494
+69,207
2456
$6.6M ﹤0.01%
81,550
-7,262
2457
$6.58M ﹤0.01%
805,057
-56,135
2458
$6.58M ﹤0.01%
502,545
-404,657
2459
$6.54M ﹤0.01%
350,614
-83,406
2460
$6.54M ﹤0.01%
498,968
+44,346
2461
$6.53M ﹤0.01%
58,294
+40,219
2462
$6.53M ﹤0.01%
114,434
+31,732
2463
$6.52M ﹤0.01%
134,194
-36,824
2464
$6.51M ﹤0.01%
604,270
-47,813
2465
$6.5M ﹤0.01%
177,740
+12,836
2466
$6.49M ﹤0.01%
102,221
+72,250
2467
$6.49M ﹤0.01%
1,261,760
+2,601
2468
$6.47M ﹤0.01%
200,180
-600
2469
$6.47M ﹤0.01%
414,883
+19,705
2470
$6.46M ﹤0.01%
138,928
+26,544
2471
$6.44M ﹤0.01%
132,910
-45,752
2472
$6.44M ﹤0.01%
220,674
-18,246
2473
$6.44M ﹤0.01%
470,947
+141,093
2474
$6.43M ﹤0.01%
751,450
-24,988
2475
$6.42M ﹤0.01%
112,353
+37,698