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
4176
$251K ﹤0.01%
27,606
-106,482
4177
$251K ﹤0.01%
13,866
+381
4178
$251K ﹤0.01%
16,099
-17,942
4179
$250K ﹤0.01%
3,478
4180
$250K ﹤0.01%
14,713
+14,484
4181
$249K ﹤0.01%
11,250
-216
4182
$249K ﹤0.01%
9
-2
4183
$249K ﹤0.01%
15,547
-197
4184
$249K ﹤0.01%
5,651
-2,604
4185
$248K ﹤0.01%
16,070
4186
$247K ﹤0.01%
19,516
4187
$247K ﹤0.01%
54,150
+33,500
4188
$246K ﹤0.01%
13,867
-386
4189
$246K ﹤0.01%
9,354
-55,475
4190
$246K ﹤0.01%
98,989
+59,137
4191
$246K ﹤0.01%
8,156
+116
4192
$245K ﹤0.01%
14,988
-580
4193
$245K ﹤0.01%
15,728
+14,446
4194
$245K ﹤0.01%
7,331
-186
4195
$244K ﹤0.01%
+150
4196
$244K ﹤0.01%
13,203
-24,939
4197
$242K ﹤0.01%
22,513
-6,852
4198
$242K ﹤0.01%
17,714
+1,400
4199
$241K ﹤0.01%
16,376
-1,188
4200
$241K ﹤0.01%
16,230
-1,626