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
576
$87.5M 0.02%
3,555,305
+479,880
577
$87.4M 0.02%
2,058,280
+137,468
578
$87M 0.02%
2,828,254
-262,743
579
$86.9M 0.02%
697,098
-193,519
580
$86.7M 0.02%
1,331,825
+55,723
581
$86.7M 0.02%
1,486,062
-235,120
582
$86.3M 0.02%
2,929,750
+84,680
583
$85.9M 0.02%
7,708,748
+2,404,248
584
$85.7M 0.02%
2,169,533
-7,905,084
585
$85.7M 0.02%
1,038,437
-2,705
586
$85.4M 0.02%
1,493,009
+159,491
587
$85.4M 0.02%
2,641,901
+80,267
588
$85.4M 0.02%
3,104,803
-18,639
589
$85.2M 0.02%
1,284,853
+123,844
590
$85.1M 0.02%
2,192,125
+71,956
591
$84.9M 0.02%
1,329,028
+197,172
592
$84.9M 0.02%
1,798,095
-415,352
593
$84.7M 0.02%
5,331,810
-648,505
594
$84.6M 0.02%
4,268,939
-161,153
595
$84.3M 0.02%
1,054,354
+32,950
596
$84.1M 0.02%
1,405,468
-192,978
597
$83.5M 0.02%
4,458,047
-688,390
598
$83.4M 0.02%
14,280,480
-284,726
599
$83.4M 0.02%
636,274
+135,118
600
$83.3M 0.02%
1,413,084
+334,534