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
4026
$337K ﹤0.01%
13,937
-28,518
4027
$336K ﹤0.01%
16,362
+1,200
4028
$336K ﹤0.01%
14,585
+435
4029
$335K ﹤0.01%
23,120
-11,622
4030
$334K ﹤0.01%
13,336
-555
4031
$334K ﹤0.01%
22,000
-278
4032
$334K ﹤0.01%
3,945
+2,100
4033
$333K ﹤0.01%
17,319
+2,889
4034
$333K ﹤0.01%
19,204
+9,755
4035
$333K ﹤0.01%
23,231
-26,252
4036
$332K ﹤0.01%
5,172
-4,381
4037
$332K ﹤0.01%
10,463
+516
4038
$331K ﹤0.01%
15,039
+3,514
4039
$330K ﹤0.01%
70,788
-20,673
4040
$329K ﹤0.01%
25,837
+1,987
4041
$329K ﹤0.01%
21,296
-507
4042
$328K ﹤0.01%
10,569
-6,025
4043
$327K ﹤0.01%
33,890
-16,182
4044
$327K ﹤0.01%
17,759
+6,166
4045
$327K ﹤0.01%
10,898
-711
4046
$326K ﹤0.01%
17,463
-502
4047
$325K ﹤0.01%
16,717
+16,275
4048
$324K ﹤0.01%
45,256
+32,853
4049
$324K ﹤0.01%
52,211
-1,465
4050
$324K ﹤0.01%
7,195
+4,577