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
4126
$278K ﹤0.01%
10,290
+305
4127
$278K ﹤0.01%
2,228
-1,651
4128
$276K ﹤0.01%
17,885
+84
4129
$274K ﹤0.01%
24,262
-43,928
4130
$274K ﹤0.01%
9,405
-3,122
4131
$274K ﹤0.01%
19,899
+17,883
4132
$273K ﹤0.01%
4,516
4133
$272K ﹤0.01%
60,941
+979
4134
$272K ﹤0.01%
45,512
+26,544
4135
$272K ﹤0.01%
5,083
+1,784
4136
$272K ﹤0.01%
8,280
-1,350
4137
$270K ﹤0.01%
34,609
-919
4138
$270K ﹤0.01%
29,368
-47,363
4139
$269K ﹤0.01%
17,847
-890
4140
$269K ﹤0.01%
15,517
+6,000
4141
$268K ﹤0.01%
47,744
-71,582
4142
$268K ﹤0.01%
22,959
+16,363
4143
$268K ﹤0.01%
+10,422
4144
$266K ﹤0.01%
118,490
4145
$266K ﹤0.01%
12,118
-8,997
4146
$266K ﹤0.01%
10,243
+5,743
4147
$266K ﹤0.01%
6,744
+2,666
4148
$266K ﹤0.01%
6,788
+3,715
4149
$265K ﹤0.01%
6,998
-700
4150
$265K ﹤0.01%
12,881
+5,665