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
651
$72.5M 0.02%
2,052,276
-93,931
652
$72.5M 0.02%
1,616,909
-779,095
653
$72.5M 0.02%
11,838,570
-3,297,485
654
$72.2M 0.02%
1,310,125
+664,389
655
$72.1M 0.02%
2,415,796
+1,771,924
656
$71.8M 0.02%
2,061,797
-126,751
657
$71.6M 0.02%
2,301,952
-345,948
658
$71.3M 0.02%
1,115,380
+2,889
659
$70.8M 0.02%
1,422,452
-65,015
660
$70.8M 0.02%
4,821,283
-287,676
661
$70.7M 0.02%
2,314,682
+264,014
662
$70.6M 0.02%
1,614,466
-1,557,238
663
$70.2M 0.02%
556,707
-12,019
664
$70.2M 0.02%
614,032
-83,892
665
$70M 0.02%
497,658
+102,469
666
$70M 0.02%
1,047,852
+605,817
667
$69.7M 0.02%
2,343,672
-47,424
668
$69.7M 0.02%
5,408,387
+419,351
669
$68.8M 0.02%
1,993,584
+695,913
670
$68.6M 0.02%
1,621,526
-302,942
671
$68.5M 0.02%
953,695
-3,774
672
$68.5M 0.02%
1,414,808
+49,886
673
$68.5M 0.02%
2,393,716
-524,032
674
$68.4M 0.02%
8,717,897
-346,639
675
$68.2M 0.02%
884,019
-129,113