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
526
$99.7M 0.02%
7,637,885
+852,969
527
$99.2M 0.02%
1,055,644
-88,332
528
$99M 0.02%
900,079
-626,186
529
$98.6M 0.02%
6,210,607
+4,755,528
530
$98.4M 0.02%
5,896,926
-1,164,905
531
$98.2M 0.02%
450,317
+40,881
532
$98M 0.02%
1,096,442
-150,704
533
$96.9M 0.02%
500,162
-43,956
534
$96.9M 0.02%
3,494,419
+331,655
535
$96.8M 0.02%
8,111,450
+1,711,578
536
$96.7M 0.02%
5,108,555
+214,636
537
$96.5M 0.02%
2,245,108
-255,726
538
$96.4M 0.02%
1,953,990
+453,817
539
$95.8M 0.02%
5,078,935
-186,495
540
$95.6M 0.02%
2,213,784
-212,145
541
$95.6M 0.02%
1,958,139
-74,925
542
$95.5M 0.02%
3,217,871
-710,211
543
$95.2M 0.02%
10,758,297
+78,565
544
$95.2M 0.02%
3,043,235
-52,752
545
$95.1M 0.02%
2,475,109
-671,575
546
$95.1M 0.02%
1,710,725
+32,928
547
$94.9M 0.02%
2,551,892
-197,474
548
$94.5M 0.02%
4,733,073
-2,884,751
549
$94.4M 0.02%
2,673,730
-93,341
550
$94.3M 0.02%
2,405,295
+11,016