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
751
$56.3M 0.01%
905,811
-251,088
752
$56.1M 0.01%
8,332,208
-168,577
753
$56M 0.01%
1,452,498
-179,209
754
$55.9M 0.01%
943,213
+173,844
755
$55.9M 0.01%
2,036,884
+901,245
756
$55.9M 0.01%
357,952
-12,762
757
$55.5M 0.01%
759,814
-79,591
758
$55.5M 0.01%
12,140,225
-4,391,501
759
$55.4M 0.01%
557,271
+111,993
760
$55.3M 0.01%
431,965
-424,950
761
$55.2M 0.01%
634,446
+31,739
762
$55M 0.01%
614,849
-14,136
763
$54.8M 0.01%
1,228,933
-286,021
764
$54.6M 0.01%
3,034,059
-478,277
765
$54.4M 0.01%
646,974
+35,477
766
$54.1M 0.01%
728,668
-1,849,749
767
$54.1M 0.01%
382,061
+104,038
768
$53.9M 0.01%
180,078
+5,428
769
$53.7M 0.01%
1,818,843
+176,486
770
$53.6M 0.01%
243,244
+19,678
771
$53.6M 0.01%
1,594,142
+247,820
772
$53.4M 0.01%
415,979
+13,467
773
$53.2M 0.01%
4,091,732
+4,062,524
774
$53.2M 0.01%
3,611,092
+411,428
775
$53.1M 0.01%
510,892
+22,569