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
551
$94.2M 0.02%
2,734,095
+367,666
552
$93.9M 0.02%
1,409,488
+563,767
553
$93.9M 0.02%
835,416
-462
554
$93.6M 0.02%
5,606,776
+23,021
555
$93.5M 0.02%
927,766
-84,574
556
$93.1M 0.02%
1,499,922
-231,848
557
$92.9M 0.02%
23,522,230
+574,149
558
$92M 0.02%
1,671,841
-61,382
559
$91.8M 0.02%
1,271,172
-64,549
560
$91.7M 0.02%
778,340
+29,940
561
$91M 0.02%
2,348,925
+246,989
562
$91M 0.02%
1,410,098
+666,731
563
$90.7M 0.02%
2,238,596
+12,411
564
$90.3M 0.02%
2,278,848
+137,370
565
$89.4M 0.02%
1,275,573
+173,536
566
$88.8M 0.02%
1,578,984
-247,759
567
$88.7M 0.02%
2,670,299
-374,404
568
$88.6M 0.02%
1,564,560
+55,812
569
$88.2M 0.02%
1,858,738
-262,205
570
$88.1M 0.02%
1,222,070
-89,573
571
$88.1M 0.02%
823,019
-74,607
572
$87.7M 0.02%
2,096,857
+406,841
573
$87.7M 0.02%
1,338,625
-33,043
574
$87.7M 0.02%
1,176,626
+133,435
575
$87.5M 0.02%
6,051,368
-310,752