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
$376B
AUM Growth
+$799M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,622
New
Increased
Reduced
Closed

Top Buys

1 +$1.03B
2 +$752M
3 +$709M
4
TGT icon
Target
TGT
+$641M
5
PG icon
Procter & Gamble
PG
+$561M

Top Sells

1 +$687M
2 +$646M
3 +$604M
4
PAYX icon
Paychex
PAYX
+$575M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$551M

Sector Composition

1 Healthcare 9.32%
2 Technology 8.73%
3 Industrials 8.15%
4 Financials 7.98%
5 Consumer Staples 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2701
$2.83M ﹤0.01%
30,237
-1,463
2702
$2.83M ﹤0.01%
63,616
-6,035
2703
$2.82M ﹤0.01%
237,407
+229,867
2704
$2.82M ﹤0.01%
327,850
+23,575
2705
$2.82M ﹤0.01%
103,647
-27,150
2706
$2.81M ﹤0.01%
170,466
+165,276
2707
$2.81M ﹤0.01%
68,196
+55,261
2708
$2.81M ﹤0.01%
73,215
+19,911
2709
$2.81M ﹤0.01%
70,271
+8,243
2710
$2.81M ﹤0.01%
110,885
+3,103
2711
$2.8M ﹤0.01%
101,840
+6,774
2712
$2.8M ﹤0.01%
233,919
-73,631
2713
$2.8M ﹤0.01%
120,737
-66,291
2714
$2.8M ﹤0.01%
191,199
-19,182
2715
$2.79M ﹤0.01%
119,059
+5,154
2716
$2.79M ﹤0.01%
62,909
-1,711
2717
$2.77M ﹤0.01%
57,848
+865
2718
$2.76M ﹤0.01%
45,256
-60,267
2719
$2.76M ﹤0.01%
306,890
-40,072
2720
$2.76M ﹤0.01%
66,136
-152,223
2721
$2.75M ﹤0.01%
194,240
-1,755
2722
$2.75M ﹤0.01%
54,551
-5,827
2723
$2.75M ﹤0.01%
170,736
-12,074
2724
$2.75M ﹤0.01%
111,622
+19,389
2725
$2.74M ﹤0.01%
197,486
+30,349