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
501
$108M 0.03%
1,755,982
+675,736
502
$108M 0.03%
2,620,107
-609,556
503
$107M 0.03%
3,549,815
-1,347,568
504
$106M 0.03%
581,425
+9,560
505
$106M 0.03%
1,575,821
-460,997
506
$106M 0.03%
4,690,174
-348,544
507
$106M 0.03%
2,177,548
+63,044
508
$106M 0.03%
2,584,738
-74,642
509
$105M 0.03%
6,360,691
+210,707
510
$105M 0.03%
11,129,950
-1,669,200
511
$104M 0.03%
1,040,811
-40,252
512
$104M 0.03%
1,022,981
+102,150
513
$104M 0.03%
1,368,887
+214,196
514
$104M 0.03%
3,792,372
-5,790,201
515
$104M 0.03%
1,076,554
+34,207
516
$103M 0.03%
2,187,832
+57,697
517
$102M 0.02%
4,859,187
-646,904
518
$101M 0.02%
1,731,293
-1,279,124
519
$101M 0.02%
4,574,886
-358,158
520
$101M 0.02%
1,188,421
-518,860
521
$101M 0.02%
2,554,898
+108,883
522
$100M 0.02%
3,794,906
-475,805
523
$99.8M 0.02%
1,497,866
+18,033
524
$99.7M 0.02%
3,952,159
-93,074
525
$99.7M 0.02%
3,978,089
+2,229,775