Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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
1
$16.6B 2.75%
61,252,776
+33,058,121
2
$12.5B 2.07%
196,882,229
-9,130,503
3
$7.34B 1.22%
158,512,008
+974,288
4
$7.3B 1.21%
26,725,390
+12,869,538
5
$7.23B 1.2%
73,364,889
+469,671
6
$7.14B 1.18%
136,046,481
+7,897,634
7
$5.81B 0.96%
55,991,166
-11,968
8
$5.43B 0.9%
52,069,045
+1,290,338
9
$5.41B 0.9%
126,188,783
-1,033,759
10
$5.31B 0.88%
50,963,457
+725,503
11
$5.15B 0.85%
28,388,281
+881,831
12
$5.14B 0.85%
65,697,646
+7,996,370
13
$4.93B 0.82%
57,995,880
+462,980
14
$4.72B 0.78%
58,275,853
-9,395,447
15
$4.65B 0.77%
40,590,488
+6,708,337
16
$4.63B 0.77%
30,937,273
+768,048
17
$4.63B 0.77%
32,207,164
+1,359,110
18
$4.47B 0.74%
36,850,522
+615,511
19
$4.41B 0.73%
26,937,396
+2,530,623
20
$4.12B 0.68%
95,765,442
-4,969,007
21
$3.89B 0.64%
112,908,320
+264,877
22
$3.85B 0.64%
57,553,678
+3,518,106
23
$3.77B 0.62%
45,555,147
+6,321,168
24
$3.59B 0.59%
14,393,279
+135,138
25
$3.57B 0.59%
134,243,368
+13,021,108