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
3801
$507K ﹤0.01%
24,969
+12,867
3802
$505K ﹤0.01%
41,761
-9,071
3803
$503K ﹤0.01%
14,837
-210
3804
$502K ﹤0.01%
21,586
3805
$501K ﹤0.01%
20,254
+3,204
3806
$500K ﹤0.01%
31,264
+26,304
3807
$499K ﹤0.01%
12,821
-20,813
3808
$499K ﹤0.01%
40,378
+35,967
3809
$497K ﹤0.01%
70,701
+5,434
3810
$497K ﹤0.01%
29,562
-9,120
3811
$496K ﹤0.01%
45,072
+42,113
3812
$496K ﹤0.01%
35,991
-16,606
3813
$495K ﹤0.01%
+14,000
3814
$494K ﹤0.01%
33,789
-5,958
3815
$492K ﹤0.01%
39,486
+24,311
3816
$491K ﹤0.01%
28,434
-1,073,311
3817
$491K ﹤0.01%
21,276
+9,102
3818
$491K ﹤0.01%
55,365
-183,977
3819
$490K ﹤0.01%
42,407
-3,537
3820
$489K ﹤0.01%
34,635
+3,376
3821
$489K ﹤0.01%
7,925
-922
3822
$489K ﹤0.01%
60,076
-2,142
3823
$489K ﹤0.01%
10,879
-149
3824
$487K ﹤0.01%
13,185
+8,082
3825
$487K ﹤0.01%
22,873
+1,101